We subscribe to three core beliefs.
Financial advisors should act like the fiduciaries they claim to be. This means never accepting commissions for product sales.
Portfolios built with low cost & tax efficient sustainable investments are not only possible, but competitive with conventional investing.
Financial plans should go well beyond a simplistic projection of assets over time and be written by a Certified Financial Planner™ Practitioner.
Greg Lessard, CRPC®, CFP®
Founder & Financial Planner
Lead Portfolio Manager
Pete Pittman, CFP®
Small Business Nerd
Interested In Hiring Us?
Don't worry, we're not going to make you suffer through 6 meetings where we hard sell you. In fact, we're not salespeople and hate pressuring folks to do anything.
Our "discovery" process focuses on identifying your financial challenges, then clearly explaining how we've helped our current clients through the exact same thing.
If you want to initiate that style of discussion, we appreciate you reaching out! Shoot us a message and we'll get back to you as soon as possible.