$350M+
Assets Under Management
260+
Clients Represented
Fee-Only
Fiduciary, Always
SEC Registered
Investment Advisor
Client and asset figures as reported on most recent Form CRS/ADVs.
Retirement Financial Planning
How much can you spend? We dive deep into your assets, income, and risk preferences to build a personalized, strategic plan.
Learn more →Long-Term Investment Management
Investing for retirement is a marathon. We design academically sound, suitable allocations to protect and grow your wealth.
Learn more →Estate Planning
The right documents, language, account types, and beneficiaries — reviewed continually as your life evolves.
Learn more →Tax Planning
Proactive, year-round tax strategy integrated with your investments and retirement plan.
Learn more →How It Works
Schedule a free review
A no-pressure conversation about your retirement goals.
Get your personalized plan
A clear roadmap for spending, investing, and legacy.
Enjoy ongoing guidance
We monitor, rebalance, and adjust as life happens.
Common questions
Are you a fiduciary?
Yes. As a fiduciary, we are legally bound to act in your best interest at all times.
How do you charge?
A transparent asset-management fee with no commissions, retainers, or hidden planning fees.
Where are my accounts held?
At Charles Schwab, with professional-grade reporting and online access.
Start enjoying your retirement today.
Schedule a Free Retirement Review
Latest Insights
Market commentary and retirement thinking from Jon Swanburg.
October 30, 2026
Predicting the Future
Five charts on why the election shouldn’t change how you invest
Read more →October 23, 2026
AI Makes Us Better at Our Jobs
AI hasn’t replaced humans, but it has made us more efficient.
Read more →October 16, 2026
Which Risks Are You Willing to Be Wrong About?
Before my grandfather died in the early 1980s, he told my grandmother to invest 100% of their savings in short-term CDs, and…
Read more →Ready to Plan Your Retirement with Confidence?
Schedule a free, no-pressure retirement review with a fee-only fiduciary advisor.
Schedule a Free Retirement Review