Fiduciary advisors committed to addressing your unique financial planning needs
As a woman-owned independent wealth management firm, we specialize in financial planning and investment management for independent women and women-led households. As fee-only financial advisors, you can confidently trust our advice knowing we are not influenced by commissions or incentives. Live the life you deserve with smart, honest, financial advice.
Financial advisors with over 45 years of combined experience
And a commitment to helping you understand your personal financial picture
Whether you are single, married, changing jobs, dealing with aging parents, increasing your income, saving for college, or analyzing your retirement accounts, we will help you make well-informed financial decisions. We’ll invest in a relationship that lets us understand your unique needs and goals, and you’ll gain the peace of mind that comes from having a trustworthy financial advocate and partner.
Serving women, especially those experiencing life changes, is our specialty. If you’ve just gone through a divorce or loss, we can help you get your finances on track and get you set up for a comfortable future.
Our Core Values
We DO NOT represent products that provide sales commissions, product quotas, or incentives.
We provide full transparency
We will tell you our fees up front; there are NO hidden costs.
We’re easy to understand
We believe you should understand financial terms and how well your strategies are working.
We’re a fiduciary
This means we have accepted a legal obligation that requires us to put your interests ahead of our own.