Our Promise

We are passionate about helping others. We are highly responsive. We are bold enough to tell the truth.
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  • Low cost, fee-only
  • Fiduciary for clients
  • Focus on data driven investing


  • We help cut out the middlemen from the Wall Street food chain
  • Low cost DFA Advisor
  • Direct access to Dimensional Funds (DFA) research & factor investing


  • Strategy based on your goals
  • Courage to define reality
  • Behavioral coaching

What you can control?

  • Reduce fees
  • Reduce expenses
  • Diversify portfolio
  • Minimize taxes
  • Discipline
  • Turnover
  • Style drift
  • Bid / Ask spread/ Trading
  • Bad strategy
  • Asset Allocation
  • Avoid behavior gaps
  • Academic approach to investing
  • Ongoing monitoring
  • Working with a Fiduciary

What you can’t control?

  • Pick winning stocks
  • Pick superior managers
  • Time the markets
  • Financial press
  • Economic cycles
  • Political cycles

Fee-Only Compensation

This model minimizes conflicts of interest. A Fee-Only financial advisor charges clients directly for his or her advice and/or ongoing management. No other financial incentive is provided, directly or indirectly, by any other institution. Fee-Only financial advisors do not sell anything.  They add value with their Philosophy, Strategy, Process, Transparency and Ongoing Coaching.  We strongly encourage you to work with a fee-only Advisor.  We are a low cost DFA Advisor firm.

Learn More About Our Services

Learn More

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