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We understand
your personal and business goals.

Harmonizing Your Life & Financial Plan

Partnering with an advisor means having someone to guide you through both opportunities and challenges. You’ve worked hard to get where you are, and that should be celebrated. Now, as you look to the future, you can feel more confident that an evidence-driven approach will help you navigate life’s inevitable transitions.

Design | Build | Protect®

Experience is Everything


A process of personal discovery helps to uncover what’s important to you so that a plan can be designed and customized to balance your wants and needs. This plan serves as an ever-changing compass that will help navigate the journey ahead.



With academic research and financial science as the foundation, build your plan with distinct objectives and attainable action items. Not a rigid, solitary plan; but a fluid, ever-evolving process to help you stay on track and meet your goals.



Life happens. Inevitably there will be a number of personal and global factors that impact your plan. Protecting your plan means providing insights and education to help you focus on those areas that can be controlled.

Focus on what <strong>matters most</strong>

Focus on what matters most

Investment portfolios are designed to help you achieve your financial goals. Risky practices like trying to time the market, anticipate trends, or identify mispriced investments may be highly unreliable ways to build wealth. Instead, our Evidence-Driven Investing approach is fueled by data and over 50 years of research and is rooted in diversification and tax-aware investments.

Evidence-Driven Portfolios Are Built on Five Pillars

  1. Markets are highly efficient.
  2. Risk and expected return are related.
  3. Diversification is essential.
  4. Pursue factors of returns.
  5. Focus on what you can control.