Simple, transparent pricing.

What's Included:

Full-service financial planning & investment management

check
Cash flow analysis
check
Debt payoff plan
check
Risk management
check
Retirement strategy
check
Investment management
check
College savings
check
Workplace benefit planning
check
Tax planning
check
Tax-advantaged investing
check
Student Loan Debt Strategy
check
Insurance Planning
check
Estate Planning
check
Equity compensation planning
check
Social Security Optimization
Our only fees. No hidden costs.
$0-1,000,000
1.50%
$1m and over
1.00%
Semi-annual review meetings
+check ins as needed
Get Started

Working with an advisor should be simple.

A simple 3-step process to getting started:

1
Schedule a Call

This is a short call for us to get to know each other. I will go over your questions, and you can voice your goals and concerns. Together we will decide if we are a good fit.

2
Meet with David

In this meeting, I’ll gather info about your financial life so I can prepare recommendations. We will look at where you are and how to get where you want to go.

3
Think it over

We will then review your one-page financial plan that details personal, actionable advice. Hiring an advisor is a big decision, so I’ll simply ask you to think it over!

Schedule a Call