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.

Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and PCS are separate and unaffiliated.