Financial Planning and Consulting for
Individuals and Fiduciaries
steadfast. trustworthy. insightful
For more than three decades, fiduciaries, families, and individuals have entrusted us in helping them make financial decisions to shape their futures and protect their legacies.
Decoding the Uniform Prudent Investor Act (UPIA)
Learn the fundamentals of the Uniform Prudent Investor Act (UPIA) and its specific standards and guidelines for managing investments within a trust.
Why Fiduciaries Choose Us
Our specialized investment management and financial planning services help trustees, guardians and conservators excel in their role as fiduciaries.
Why Individuals Choose Us
As an independent, fee-only advisor, we help individual households manage investments and plan your financial future through a personalized strategy informed by your financial goals.