Better Money Decisions

managing your financial future: investments, money, decisions, and legacy we manage stock and bond portfolios - we design and manage a customized investment portfolio, tailored specifically for your life and your goals. we spend time upfront discussing your unique objectives, and use the science of investing to develop the optimal asset mix for you. we do more than manage your money - our name says it all: we help you make better money decisions! whether deciding to pay off a mortgage, pay for education, buy a second home, or any of the hundreds of decisions you make every year, we are here to help! we are fiduciaries - our compensation comes directly from you as our client. we do not earn commissions and charge a fee that is based on a percentage of the assets we manage for you. we are a fee-only firm - our name says it all: we help you make better money decisions! whether deciding to pay off a mortgage, pay for education, buy a second home or any of the hundreds of decisions you make