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| Date | 9/12/2024 12:05:13 AM |
We are one of 2% of the financial advisors in the US who recuse themselves from any 3rd party compensations, commissions, and fees to avoid a conflict of interest (member of NAPFA). We don't have a career background in sales. Our background is in teaching, actuarial work, accounting, and institutional investment management. Our clients pay relatively lower overall fees (product and advice fees) compared to the industry average.
We are Fiduciary, Independent, and Fee-only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination.
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