About Us

Integrity.  Objectivity.  Independence.

Money can't buy you happiness, but it can buy you choices. The money our clients have entrusted to us represents their savings, life's work, goals and dreams. We take our responsibility very seriously. As fiduciaries, we sit on your side of the table and act as your family financial confidant and advocate. Always.


We are proud members of NAPFA, the National Association of Personal Financial Advisors.


NAPFA-Registered Financial Advisors serve consumers. We are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective fee-only basis. That means we do not sell financial products on commission. We are unbiased, without the potential for conflicts of interest. Our only purpose is to look out for our clients’ overall financial well-being.

This prestigious title is recognized by those in the field and in the media as identifying individuals who are professional, ethical financial advisors.

What Makes Us Different

In the United States, there are just over 310,000 financial advisors.


About 27% are Certified Financial Planners.



How many financial advisors are CFPs, fee-only and NAPFA-registered?

Very few - in fact, less than 2%.

We are among those few.

Approximately 15% of CFPs operate in a fee-only practice.


  *As of November 15, 2018 - Cerulli & Associates

**As of May 31, 2019 - Certified Financial Planner Board of Standards, Inc. (CFP Board)

 ***As of 2018 - Survey from the Institute For The Fiduciary Standard

****As of June 20, 2019 - National Association of Personal Financial Advisors (NAPFA)


Let's Talk

We invite you to schedule a meeting with us for a complimentary review of your financial situation. Your call could be the beginning of a long, fruitful and mutually rewarding relationship that meaningfully improves your quality of life. Call us today at (239) 325-5110 or fill out the form in the Contact Us section so we can contact you.



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It's more than just investing successfully. We take the time to understand the big picture.

We provide impartial and thorough advice based solely in our clients’ best interests.

Unlike many advisors, we never accept sales charges or commissions of any kind; instead, our clients pay us a very reasonable fee.

We engage and interact with industry thought leaders and experts.


Paladin Registry 5 Stars

This advisor scored in the 90th percentile or higher (5 Stars) when Paladin's proprietary algorithm rated the quality of his or her credentials, ethics, business practices, and services. Learn More.


999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108  P: 239-325-5110


51 JFK Parkway, First Floor West, Short Hills, New Jersey 07078   P: 973-218-2440


7047 E. Greenway Parkway, Suite 250, Scottsdale, Arizona 85254 P: 480-659-2950



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