The Confidence to Invest Wisely

What You Should Know

  • We are investment fiduciaries. And, we have been since we opened our doors in 1994.
  • We provide easy-to-understand investment guidance.
  • We keep our fees low because that’s the right thing to do.
  • We contact each client every 90 days to see if they want to discuss their account.
  • We work exclusively with Dimensional Fund Advisors. We could work other mutual  fund money managers, but we don’t. Dimensional delivers the investment experience our clients want.
  • We offer our clients a smart, low-cost solution to their financial planning needs.

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