What Sets Us Apart?
Fee-Only, Fiduciary Partners
No funny business here! We are legally required to be fiduciaries and to place our clients’ interests first. Legality aside, it’s the right thing to do. As a fee-only firm, we are only compensated by our clients, and we like to keep it that way.
Emotionally Intelligent Financial Planning
We're whizzes at financial analysis, but we also know the best financial plans are centered around your values, hopes, dreams, and aspirations. We’ll focus on your unique desires and vision as much as your numbers and data.
Trusted Team of Finance Experts
Not only will you get access to our amazing internal team, we’ll also connect you with pre-screened professionals like accountants, lawyers, and insurance agents that are experts in their fields -- and good at taking care of you, too.
We Understand Entrepreneurs
We understand the complexities and challenges of being a small business owner. When we are guided by your clarified vision, we can work together to help you make better money decisions and delegate some of the financial aspects of your life.
Values Driven Investing
Investing goes beyond simply putting money into the stock market. We will discuss what it looks like to invest in all areas of life: your career, your community, and your family. We also offer socially responsible investing options.
Available Virtually in All 50 States
Most of our work is done virtually, meaning we are able to work with entrepreneurs nationwide. If you’d rather meet in person in NYC at a location close to you, that works for us!