$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.
November 13, 2026
Headlines Don’t Tell Us What Happens Next
Before the election, I saw a headline that a Democrat win would cause stock prices to plummet:
Read more →November 6, 2026
Why Headlines About Stock Crashes Don’t Match the S&P 500
Over the last few weeks, some strange things have happened in the stock market.
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