How We Are Unique

Choosing a financial advisor is often confusing and exhausting. After a while, we might all start to look and sound the same. But we are not all alike. Some of us are in fact better equipped to help you than others. 

Truth is, most financial advisors are primarily investment advisors. This is not just a matter of semantics, but a substantive distinction that will ultimately matter for your financial wellness.

Holistic vs. Disjointed

​It seems obvious, but when you hire a financial advisor, you want far more than advice on just investments. You're seeking guidance on all of the important aspects of your personal finance – how/how much to save for comfortable retirement, finding ways to make your money last so you don't outlive your money, strategies to transfer your assets to your heirs in a tax-optimized way, minimizing taxes, and so on. 

But truth is, most financial advisors are primarily investment advisors. This is not just a matter of semantics, but a substantive distinction that will ultimately matter for your financial wellness. Their titles – like 'financial advisor', 'wealth advisor', etc. – may imply that they provide comprehensive financial advice. But most are focused primarily on managing your investments, sometimes at the expense of your financial wellness.

There is more to your financial wellness than just investment performance. You can rely on us to oversee all of the important details of your personal finance.

Boutique vs. "Corporate"

Do you like chain restaurants? Neither do we.

Wouldn't you much rather enjoy food made from scratch by locally-owned restaurants whose owners and chefs know their community and their customers, using unique and fresh ingredients from local and regional sources?

Likewise, we built a boutique firm by design, so we can remain intensely personal, nimble, and responsive. Our advisors are readily available to you when you need us. We take time to listen, and get to know you and your family, your goals, values, dreams, and fears. You will always feel heard and understood. And we speak to you plainly in everyday language. 

But just because we are a boutique firm, it doesn't mean that you have to settle for less. You will have access to the same market research, same financial products, and same technology that "corporate" firms offer – as well as robust intellectual capital from our decades of experience. 

Human vs. "Robo"

Technology is extremely proficient at processing an enormous amount of data quickly and accurately. It's great for automating processes.

So, naturally, 'robo advisors' can use algorithms to build and manage your investment portfolios efficiently. And once set, you're on autopilot.

So far so good. But when it comes to engaging with human clients with real human issues, robo advisors fall far short. They don't understand or care about your most important goals or your deeply held values. They don't know you or your family, and they can't really understand what keeps you up at night.

Perhaps the day will come when robo advisors can grasp the mystery and complexities of life. But until then, you can turn to us to oversee all of the important details of your personal finance. Let us design and implement a comprehensive financial strategy that will address all of your human goals and dreams.

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