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.