Explore a Long-Term Advisory Relationship

This process is designed to help determine whether we’re a good fit for a long-term advisory relationship.

I do my best work for retirees and near-retirees who wish to partner with a fiduciary advisor and value ongoing planning, investment management, and tax strategy; not one-time plans or occasional check-ins.

Is this the right fit?

Please take a moment to answer a few questions below. This will help us determine whether it makes sense to schedule an initial conversation.