Who We Work With

When you’re clear on what you do, it gives you clarity and focus. We’re intentional about who we choose to work with—and who we don’t.

About Our Clients

Our clients have strong family values, share our philosophy, and typically have between one to five million in investable assets. However, as with many rules, we have our exceptions. If everything you’ve read or heard about us resonates with you and you resemble our ideal client, we’d love to talk to you.


  • Believe that doing it together is better than doing it alone
  • Give and expect trust
  • Leverage everyone’s strengths


  • Relationships with friends & family
  • Relationships within the community
  • Relationships with service professionals (like us)


  • Spend less than they make
  • Give more than they take
  • Leave everything better than how they found it
While we wish we could help everyone, we have intentionally limited the number of clients we work with to ensure each client gets the personal attention they deserve. We are not the right advisor for everyone, but we could be the right one for you.