We design passive, asset-class based investment portfolios using DFA mutual funds that are tailored to meet each client’s long-term goals.

We provide personalized and attentive service through every stage of the 401(k) process, from plan installation to providing ongoing assistance for both plan administrators and participants.
We offer individual income tax preparation and tax planning services. We also consider tax consequences as part of every investment strategy we establish for clients.


When it comes to investing, rely on long-term wisdom

When it comes to the market's peaks and troughs, investors often don't react as rationally as they might think. In fact, in times of extreme volatility or poor performance, emotions threaten to commandeer our common sense and warp our memory. Read more . . .