How We're Different

Independence: What Ours Means for You

Our objectives are aligned with your best interests and those of your employees, free from proprietary conflict.

  – Sound investment selection and advice

  – Unbiased vendor selection

  – A fully transparent fee structure

 

Experience: Specialized Designations That Benefit You

We’re committed to standards of investment fiduciary excellence.

  – Accredited Investment Fiduciary® (AIF®)

  – Chartered Retirement Plans SpecialistSM (CRPS®)

  – CERTIFIED FINANCIAL PLANNER professional

  – Chartered Financial Consultant® (ChFC®)

- Certified Plan Fiduciary Advisor (CPFA)