Partner With a CERTIFIED FINANCIAL PLANNER™

With more than 40 years of experience in the industry, Ross is held to the highest standards of ethics and professionalism – those set by the CFP® Board. 

41st-anniversary

What is a CFP®?

A CERTIFIED FINANCIAL PLANNER™ is a financial professional who has met the CFP Board of Standards' requirements for education, training, and ethics. CFPs have a fiduciary duty to their clients, meaning they are expected to act in their clients' best interests at all times.

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Why hire a CFP®?

CFP® professionals like Ross take a holistic, personalized approach to bring all the pieces of your financial life together. They are qualified planners with practical financial planning knowledge.

Meet Ross 

Feeling burnt out about your financial situation?

Let us help you regain confidence in your financial future by starting with a complementary discovery call to discuss your unique situation.

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Why Do I Need a Fiduciary?

When you seek out financial advice, it’s reasonable to assume your advisor would put your best interests ahead of their own. But the truth is, if the investment advisor isn’t a fiduciary, they aren’t actually required to do so. Not all advisors are held to the same standards when providing advice, so it’s important to know who is obligated to follow both a duty of care and a duty of loyalty to their clients.

Learn More About Fiduciary Duty

The Value of An Advisor

Not sure of the value a financial advisor could bring to your life? Check out our client-inspired stories that break down their primary goals, the challenge, and our solution.

Read the Case Studies

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