In a world where seemingly everything is commoditized, we believe there’s an ART to everything, including Investment Management & Financial Planning.
Independent. Fee-Only. Financial Advisor. This means that we make decisions that we believe to be best for you. At the end of the day, much of that comes down to our business model and the planning process.
We optimize clients portfolios based on their risk tolerance, needs analysis, projected returns, and monitoring for portfolio allocation drifts from tactical weighting targets.
There’s no hidden agenda. We're not commission based. We function in a high transparency environment. We target very low expense ratios for our client's accounts.
Work with an Independent & Fiduciary Financial Advisor
Meet Virtually or In Person
We use Zoom video conferencing to do web-meetings, screen shares, statement reviews, etc. For people that prefer to physically go to meetings, you can come to our Oak Ridge, NC office.
To set-up an appointment after 5pm EST, call 336-803-2825