General Info

We serve middle-American families of modest investment accounts, focusing on retirement savings. We seek out like-minded clients with good attitudes on accounts as small as $1000, and yes, we serve a few millionaires. Our average household account size is about $300,000, and probably half our client base is education-career related. The other half are small business owners, friends, and family. We carefully interview our prospective clients, and will gladly do the same for referrals that are provided to us.