We're a fiduciary firm

That benefits you and us.

As fiduciaries, we’re not locked into any single sales platform. Nor do we sell proprietary products.

A clients-first approach

As a fiduciary, we put your interests first. That means you can count on placing the utmost trust and confidence in us as your advisors. We provide you with the highest standard of care in return. Not only are we compelled to do this as a firm; we are obligated to act solely in your interests by law.

Fees—How we’re compensated

We’re a fee-based comprehensive financial services firm. Being fee-based means that your fees for services will be set appropriately for your level of assets and the complexity or simplicity of your financial situation. It’s best to dig into this a layer deeper when we’re face to face so we can speak to your specific situation.

Our relationship with KMS Financial Services

Our advisory and security licenses are held through our affiliation with KMS Financial Services, located in the Pacific Northwest. They provide us with regulatory, compliance and reporting services, as well as access to a wide selection of planning and investment options.

About KMS Financial Services

KMS Financial Services, Inc., is a Seattle-based broker-dealer and investment advisory firm serving clients through a network of more than 300 investment professionals nationwide. KMS is an independently operated, wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc., a member of the New York Stock Exchange since 1879. KMS is Member FINRA SIPC and an SEC Registered Investment Advisor