General Info

Intelligent Investing strives to minimize financial stress so you can maximize your life. We are an independent fee-only registered investment adviser (RIA) with a fiduciary responsibility to act in your best interest at all times. Unlike most of the financial industry, we are paid only one way--by our clients. We emphasize risk management and behavioral finance as we integrate our clients' goals, portfolios, and financial plans. We work with high net worth investors, averaging $500k - $5M.