What sets us apart? At the core, our network comprises top-tier, experienced Fee-Only advisers, accountants, attorneys, tax professionals, and a range of other seasoned professionals, all united by a commitment to honesty, transparency, and client-centric service. They can collaborate without hidden agendas, and when necessary, they can pool their knowledge to deliver optimal solutions tailored to your financial needs.

We define Fee-Only as professionals who do not earn commissions or similar compensation tied to the service or product they recommend to you. Instead, Fee-Only professionals can charge an hourly rate, a flat fee, a contingency fee, or a percentage of assets under management. Our professionals may also be affiliated with the most reputable professional organizations, including the National Association of Personal Financial Advisors (NAPFA), The Alliance of Comprehensive Planners (ACP), The Financial Planning Association (FPA), The American Institute of CPAs (AICPA), The American Bar Association (ABA), State Bar Associations, and The Garrett Planning Network.

Some of these organizations have their own but similar definition of Fee-Only, and we require our members adhere to that definition and any related Code of Conduct. This eliminates conflicts of interest and makes our network 100% Independent & 100 Objective™.