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Why Work With Us

What We Do

We help busy professionals and retirees across the US simplify, organize, and delegate their financial lives. In an age of conflicting information overload, we serve as a filter to help prevent confusion and decision fatigue. Our goal is to take the stress out of planning and save you time.

Why Work With Us

As fiduciaries, we have a duty of care, loyalty, and the utmost good faith to act in the best interests of our clients throughout the relationship at all times. We may not always have the answers right away, but we’re always going to give you the truth.

We seek to empower you to make more informed, logical & confident decisions by meeting you at your current knowledge level and building a curriculum from there. The key to this empowerment is understanding the fundamentals behind the strategies you’re implementing.

Who We Serve

Our services are best geared toward those whose financial pictures have reached a level of complexity that requires more time for attention and research than is available before risking an imbalance with other life commitments and priorities.

We primarily serve physicians, corporate leaders, business owners, retirees, and semi-retirees who seek assistance in simplifying their financial landscape and developing integrated plans covering retirement, investments, wealth management, asset protection, risk management, college planning, estate planning, and more.

How We Are Different

  • Proactive: We only work with busy people faced with a lot of other priorities and distractions. If there’s a strategic planning or investment opportunity, or market event that’s relevant to you and your situation, we are the catalysts communicating about it proactively, and where applicable, making sure it gets considered and acted upon. We understand that this is one of the most important roles we play.
  • Prompt: We are committed to prompt response times and relentless follow-through on necessary action steps.
  • Supported Independence: As part of New Edge Advisors, an independent Registered Investment Advisor (RIA) with 300+ advisors and $40 Billion in client assets, we are subject to rigorous SEC & FINRA compliance oversight. Client assets are custodied with Fidelity Investments and protected by SIPC.

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