We serve Fee-Only wealth managers who have more than a decade of experience directly serving clients. Our advisors believe in evidence-based investing and the value of comprehensive financial planning.
Many of our members have also felt the increasing constraints of an enterprise growing around them and know there “has to be a better way!” Our goal is to make it easier for our trusted peers to allow each advisor to “right-size” their firm’s service offering so they can spend the bulk of their time doing what they love (serving clients!). We want to help our trusted peers eliminate unnecessary overhead so they can better serve their clients…alongside us!