Ready to partner up on your finances?

Absolutely not. I don’t have investment asset minimums because I serve many individuals and families who are in the accumulation phase of life and are seeking advice on how to grow their wealth. I do have a minimum fee of $7,500, which is billed on either a monthly or quarterly basis, in arrears.

Yes, of course! The example clients are meant to serve as common situations that I encounter. Ultimately, I desire to work with kind people who value my advice. So if my core beliefs align with you, I’d love to chat. I recognize I am not the fit for everyone. That said, I am happy to share other advisory firms who may be a better fit for you.

My client investments are held at Charles Schwab and Altruist, custodial platforms for individuals who work with independent financial advisors. You will have access to view your account activity, investment performance, transaction history, & account statements through your custodian’s mobile app or through our client portal, Orion.

Yes, you can cancel the relationship at any time. My clients pay their fee on a quarterly basis at the end of the quarter. This agreement may be terminated, without penalty, upon at least 30 days written notice by either party. Any fees for the quarter of termination will be prorated based on the day the relationship is terminated. There are no refunds on fees already paid for services rendered.

While St. Louis is home, I serve clients all across the country. A majority of my clients are in “tech hubs”, though I currently serve clients across all time zones. Since my firm is virtual, a majority of our interactions will be virtual meetings or phone calls, though I would love the opportunity to meet each of my clients in-person over the course of working together.