Rather than serving pre-retirees with millions, I work with people under 40, regardless of how much money you have. This is made possible via a flat, transparent, and simple pricing model. You will never pay an AUM fee or a sales commission, ever.
Your investments are very important, but it's not the only thing that matters. Instead of focusing on market performance, I help you with every aspect of your financial life and act as a guide for all your important life events. It's comprehensive planning and investment management done right.
I am based in Pittsburgh, but work with client across the country. Most meetings are held online, whenever it fits in your schedule, even nights and weekend. No commuting, no parking, no bad coffee.