We are an independent financial advisory firm: we are not affiliated with any bank, insurance company, mutual fund family, or retail brokerage company. This allows us the freedom to act in your best interest, without the need to recommend particular products or strategies. It’s a model that differs from other advisors, who work as employees of larger financial firms, are accountable to the parent company that employs them, and are pressured to promote proprietary products and reach certain sales goals.


Our Affiliation with Commonwealth

Just as you’re free to choose a financial advisor who you believe is best suited to helping you meet your goals, we benefit from the same freedom of choice in selecting a Registered Investment Adviser–broker/dealer. We’ve chosen to partner with Commonwealth Financial Network® because the firm is independently owned and managed, which means it has the freedom to allocate resources where they’re needed most. Commonwealth has a 39-year history of focusing exclusively on the needs of its affiliated advisors and the clients they serve—not shareholders. This culture of indispensable service mirrors our own, and we believe Commonwealth can best support us in helping you reach your financial objectives. To learn more, see Our RIABroker/Dealer