We are an independent fee-only investment management and financial planning firm
Owner, Denise Smith has over 20 years of experience and is a Certified Financial Planner®, Certified Public Accountant, and NAPFA Registered Investment Adviser.
We are strictly fee-only. We sell no financial products and receive no commissions or third party compensation. Our only source of income is from our clients who compensate us for unbiased investment management and financial planning advice.