We are an independent, fee-only financial advisory firm. We serve as a fiduciary to our clients, putting their needs first.
We provide guidance and expertise on investing, retirement, and estate planning while leveraging our combined expertise to manage tax-efficient portfolios.
We serve individuals seeking a long-term relationship with an investment advisor who understands that the money entrusted to us represents years of hard work and sacrifice.
04/01/2021 - By Apollo D. Lupescu, PhD
Dr. Apollo Lupescu is back to review key lessons learned from 2020 and discuss how this information can benefit investors as we settle into 2021 under a new administration! He will also touch on timely topics that are top of mind for many investors and retirees.
02/11/2021 - By Dimensional Fund Advisors | David Booth
It’s easy to view the stories of market speculation that have dominated the news recently as cautionary tales for individual investors. But we can also look at the current moment as an opportunity to welcome a new group of investors to the market: those who have been drawn in by all the high-stakes action, and yet may want a consistent, long-term investment solution...
02/11/2021 - By Dimensional Fund Advisors | Althea Trevor, CFA
GameStop has been front and center in the financial news on account of the stock’s significant price volatility over a few weeks. And that has put it top of mind for many clients, as we’ve been fielding questions on how GameStop’s volatility was handled in our portfolios. This incident serves as an opportunity to highlight how Dimensional’s investment process is built to handle developments within markets...
10/14/2020 - By Apollo D. Lupescu, PhD
The coronavirus pandemic certainly dominates the news cycle, but investors are also seeking to understand how the upcoming election might impact the market and their investments. This webinar with Dimensional Fund Advisors offers an opportunity to address concerns on the political landscape, upcoming election, and market volatility.
03/12/2020 - By Christina Doss
As we learn more about the evolution and impact of COVID-19 (Coronavirus), we want to assure our valued clients and friends that we are monitoring the situation closely. At this time, our main concern is for the health and safety of our clients, our employees and their families.