We’re still the same firm. Our team will be working with you to help you create extraordinary, joyful lives.
We haven’t changed our solemn commitment to invest your money responsibly, effectively and competitively. We remain committed to helping you grow your wealth, reduce your taxes, and make decisions in context.
Instead, we’ve incorporated behavioral science into our practice. We’ve expanded what we do to apply the science of human behavior as we work with clients making critical decisions.
Every day, we work hard every day to earn your trust, to manage your money so you can live confident, joyful lives, and to live by our core values.
We’re looking ahead to the next 25 years.
We evolved our firm’s practice because we weren’t content with the status quo. The financial planning industry is broken because it ignores the human factor – most importantly, the outdated model wasn’t helping our clients live confident, joyful lives.
We hope to change how everyone looks at their money and wealth. To help our clients develop healthier relationships with money, gain a better understanding of our innate biases that affect our decision-making, and learn strategies to reduce their impact. We’re here to help you increase your confidence, make decisions that reflect your passions and your priorities, and use your wealth to create an extraordinary, joyful life.