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Our philosophy is simple: The client always comes first. This means every decision we make, we do so with the client’s interests in mind. This is part of our fiduciary duty to our clients.  In fact, we built this company as if every decision we made was for the benefit of our parents or loved ones. For example:

We educate, meaning you’ll undestand how to hold us accountable.

We are fee-only advisors meaning you pay no commissions, trailers, or hidden fees to us.

We bill in arrears, meaning you don’t pay us unless you like our services.

We listen, meaning we make sure we understand your specific goals, time horizons and objectives before we build a plan.

We use safe products, meaning you don’t have to worry about a Madoff-type scandal.

We plan for a rainy day, meaning you can spend your time living your life.

We provide understandable statements, meaning you are never left in the dark.

We invest in the entire stock market, meaning your portfolio has less risk exposure.

We look for the best managers, meaning you can focus on other things.

We pay attention to the small details, meaning you avoid unexpected surprises.

We know what we can and can’t control, meaning our time is well spent on the important items.

We remain open minded, meaning we’re not afraid to change with market conditions.

We’re driven by education, meaning you’ll never get a sales pitch.

We’re always available, meaning you can contact us 24/7 if you have a financial need.

We love what we do, meaning you’ll never have to worry about our work ethic.

We work as a team, meaning your specific needs are always covered.

We have academic experience, meaning we’re NOT going to follow Wall Street.

We’re not perfect, which means we’re not going to take anything for granted…

  • Corporate Headquarters

    P.O. Box 756
    Oak Ridge, NC 27310
    Phone: 252-439-1888

  • Mountain Branch

    4 Highland Place
    Asheville, NC 28804
    Phone: 828-350-8681

  • Greenville Branch

    901 Forest Hill Circle
    Greenville, NC 27858

  • Coastal Branch

    1207 Earnley Cove
    Leland, NC 28451
    Phone: 910-579-8075

  • New York Branch

    8305 Decoy Run
    Manlius, NY 13104