Our Values

Education

We are committed to client education as more knowledge helps investors and strengthens our relationship. After understanding your situation, it is our duty to explain different options for your consideration.

Organization

We help bring order to your financial life. We do this at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow.

Behavioral Investment Counselor

As your behavioral coach, we help you follow a rational and evidence-based investment process rather than an emotional one. 

Exceptional Service

Clients deserve top-notch service and value a reliable advisor. We use an electronic calendar tool so clients can book meetings at their convenience. We return calls within 24 hours (and usually much sooner!). David, by choice, chooses to answer his own phone so clients can reach him directly. 

Technology-Focused

The financial world is changing rapidly. We strive to be on the cutting edge of financial technology to enhance the client experience.