I provide financial planning and investment advisory services for highly-educated and moderately affluent individuals. I am credentialed within my field and work on a fee-only basis to minimize conflicts of interest. This means that I cannot accept commissions, kickbacks, or finder's fees that may impair my objectivity. Since I am an independent fiduciary, I am legally bound to place the client's interests before my own. I don't have to answer to employers or parent companies that would interfere with my planning strategies and standards of service.


The company is a Registered Investment Advisor in the State of Maryland. My records with the SEC, Better Business Bureau, and MD State Attorney General's office are free of ethical violations.