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A FINANCIAL PARTNER YOU CAN TRUST

Full-service financial planning and investment management for families, professionals, and retirees.

PASSIVE
INVESTING

We don’t try to beat or time the

market. We build long-term,

low-cost, diversified portfolios.

COMPREHENSIVE
PLANNING

We believe planning for the

whole person means looking

at the whole picture.

TRANSPARENT
FEES

We are fee-only. No product

sales, no commissions, no

referral bonuses.

VALUES > NUMBERS
MINDSET

We give you the permission

to let go of optimization

when it matters most.

Values
Image by Tim Mossholder

We care about meeting you where you are.

Making financial decisions can feel overwhelming. We help you identify what matters most, so you can feel confident making decisions that are right for you. 

Are you...

  • Retired, approaching retirement, or working optionally;

  • Wanting assurance of financial longevity and security;

  • Eager to do what you love, with the people you love;

  • Focused on healthcare decisions, travel, and long-term legacy;

  • Overwhelmed by the advisor search and looking for someone you can trust?

FAQ

Frequently Asked Questions

Financial Planner Thousand Oaks

Start the conversation.

We'll be in contact soon!

CONTACT
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