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Regulatory Links

Broker Check (FINRA)   LINK

Our registration with state authorities as an investment advisor firm, in particular our ADV (Advisor Brochure) which is required of all registered investment advisor firms.

Our NAPFA profile

NAPFA (National Association of Personal Financial Advisors) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. 

Our CFP® profile

CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

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