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You are more than a pie chart

Most firms see their clients as graphs of their investment portfolios. But that's not who you are. 

You're more than a financial statement. You're a combination of hopes and dreams, fears and concerns. You're trying to balance what the future might look like while still living in the here and now. And you know that people are counting on you. 

You know that "finances" doesn't just mean investments: it means taxes, insurance, cash flow and estate planning. You want to know more than just what to do, you want to know why. You recognize that there's a lot to know and that mistakes can be expensive. 

You're also busy. You want to make the right decisions, but there never seems to be enough time to get to everything. You're looking for someone who can help, someone who has your best interests at the forefront of everything they do, who sees your entire financial picture and isn't trying to sell you anything.

You want a trusted partner to help you along the way. 

That's where we come in.              ________________________________________________________________________________________________________________

These are some of our clients. Do they sound like you?

Financial Independence

John and Martha had a lot of questions about John's pending retirement from UNC-Chapel Hill, the best way to help their children start their careers, and if their portfolio was a good fit. 

We asked questions, we listened, and we worked together to come up with a plan. 

On Her Own

After her divorce, Jane was ready to retire to her house on the beach and start the next phase of her life. But she wanted to make sure that everything from her separation agreement had been worked into her financial plan, and to figure out the best way to draw down her accounts. 


The transition from a hard-charging career into retirement isn't always easy, and the challenges can sometimes be more emotional than financial. That's where Sandy and Jay were when we met them. 

Let us help you...

  • Organize and simplify your finances
  • Feel confident about your financial security
  • Understand your workplace benefits
  • Build portfolios based on academic research and evidence, not fads and marketing
  • Make smart choices about Social Security
  • Optimize your tax burden over your lifetime
  • Establish your financial legacy
  • Evaluate policies to insure against certain financial risks


Let's Talk