We found a better way to help you live your best financial life.
We are passionate about helping you laugh more, live better, and gain confidence in your money decisions.
We knew there had to be a better way.
We stepped away from the stuffy “button-down” firms and started one that makes integrity and collaboration a cornerstone. We demand of ourselves the highest level of expertise, but always treat our clients like family.
“It has always been done that way” was our catalyst to change. We worked to see things from your point of view and found new ways to help you gain financial freedom.
And the work is never done. Evolving regulations, technology, and your own changing circumstances keep us continually engaged in making our services even better.
We knew there had to be a better way.
We stepped away from the stuffy “button-down” firms and started one that makes integrity and collaboration a cornerstone. We demand of ourselves the highest level of expertise, but always treat our clients like family.
“It has always been done that way” was our catalyst to change. We worked to see things from your point of view and found new ways to help you gain financial freedom.
And the work is never done. Evolving regulations, technology, and your own changing circumstances keep us continually engaged in making our services even better.
Our Standards. Your Advantage.
We care about your future and how you get there. As a Fiduciary, we operate our firm to your advantage by minimizing conflicts of interest wherever possible. As a fee-only firm, we are compensated directly by our clients meaning we don’t take part in actions that include referral fees, commissions, or kick-backs from the services we offer.
5 mistakes your financial
future cannot afford.
Our Investment Philosophy
While stock-picking used to be the norm, over the years much research has been done on the efficiency of the markets. Our approach to investing has evolved to reflect this research.
Our investment philosophy is based on five basic principles:
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REGISTRATION
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.