Wealth management and financial planning firm whose goal is to provide comprehensive financial planning and evidence-based, low-cost passive and index-based investments through firms including, but not limited to Dimensional Fund Advisors (?DFA?).? We are not only a fiduciary who commits to put our clients? interests ahead of our own, we are one of the few wealth advisors in the United States that charges clients based on the complexity of their unique situations, as opposed to alternative methods such as charging based on the amount of assets they have under management (?AUM?).
Financial Advisor, Financial Planning, Investments, Wealth Management, Fee Only Financial Advisor, Certified Financial Planner, Wealth Management Firms, Wealth Advisor, Private Wealth Management, Index Based Investing,
Dimensional Fund Advisors, Financial Planner, Financial Consultant, Invest