Our Values

We exist to simplify the lives of our clients and to bring them financial peace of mind. We do this through our Core Values of Service, Integrity and Knowledge.


  • Putting Clients First - We care about our clients and we are fiduciaries. This means that our clients best interests come before our own.

  • Service -  We are here to serve our clients and our community.

  • Integrity - We believe in doing the right thing simply because it is the right thing (even if no one is looking).

  • Generosity - We have an abundance mentality.

  • Responsibility & Accountability - We take ownership of our tasks…and mistakes.

  • Fairness - We believe in compensating people fairly for the work that they do.

  • Fun - We may not be Google, but we still want this to be a fun place to work.

  • Family - We believe family is the fundamental building block of our society, and we encourage family time.

  • Faith - We strive for a culture that encourages people to practice their faith (whatever it is). We are not PC, and we still use words like “Christmas” and “Hanukkah.”

  • Grounded - No matter how successful we become, we believe it is important to remain down to earth and approachable.

  • Excellence - We constantly strive to be the best at what we do.

  • Knowledge - We never stop learning.

  • Humility - We believe a dose of humility is an important safety net that keeps small mistakes from becoming large mistakes.

  • Self-Improvement - We are always working to be the best version of ourselves, both at work and at home.

  • The Golden Rule - Treat others the way you want to be treated, it’s as simple as that.