Services

Fee Only

We are fee-only financial advisors, which means we are paid for our advice alone. We don’t sell products and never receive commissions for the investments we use.

A Holistic Approach

We review your whole financial picture in light of your lifestyle and personal values to help you make wise decisions.

Your Journey

No two lives are the same.  We listen to you and tailor our advice to your situation.

Certified Financial Planner

Jonathan Brandt is a Certified Financial Planner™ and is held to the highest standards of professionalism and ethics in the field.