I specialize in helping individuals and families build clear, confident retirement plans. Whether you’re retired, close to it, or simply want to know when work can become optional, my role is to guide you through complex financial decisions with personalized, hands-on planning. I take the mystery out of investing, income strategy, tax planning, and wealth preservation, so you can move forward with clarity and peace of mind.

We’ll work together to address the issues most critical to your financial life. That often includes:

I am a fee-only financial advisor, which means I receive no commissions, referral fees, or incentives from outside parties. I’m compensated only by you, the client. That keeps my advice transparent, unbiased, and aligned with your best interests.

My Fees

My annual advisory fee does not exceed 1%, and I offer tiered pricing that decreases as your asset level increases.

Standard Fee Schedule (Blended Rate):

• For the first amount from $0 to $1,000,000: 1.00%
• For the next amount from $1,000,001 to $2,000,000: 0.80%
• For the next amount from $2,000,001 to $6,000,000: 0.65%
• For the next amount from $6,000,001 to $10,000,000: 0.50%
• For the next amount from $10,000,001 and above: 0.25%

Fees are billed quarterly and calculated based on the value of your managed accounts. Additional costs, such as fund expenses or custodian charges, may apply depending on your portfolio strategy.

Fees are calculated on a tiered basis, meaning each portion of your assets is billed at the corresponding rate, similar to how income tax brackets work.

Minimum Relationship Size

I typically work with households that have between $1 million and $15 million+ in investable assets, where thoughtful planning, proactive tax strategy, and long-term wealth management can make a meaningful impact.

If you’re looking for a relationship with a trusted advisor who helps you make strategic decisions across every area of your financial life, I’d be honored to learn more about your goals.

For a glimpse into how I think about these issues in real life, explore my latest insights.