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Smarter Financial Planning.
A Better Retirement.

Retirement-focused, Fiduciary, fee-only financial ADVISOR


Mystic, CT

A Goal Without a Plan is Just a Wish.

- Antoine de Saint-Exupéry


Because not all Financial Advisors are created equal


As a Registered Investment Advisor (RIA), we are required by law to act in a fiduciary capacity when serving all clients, for all accounts. And as a CFP®  professional, we are bound by the fiduciary oath of the CFP Board. Your interests come first at all times. It's that simple.


CFP® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.


As a fee-only CERTIFIED FINANCIAL PLANNER™ professional in Connecticut, we are compensated by the fee paid to us by you, our client, for Investment Management and Financial Planning. No sales pitch, no commissions, no products sold, no vacation contests, no proprietary products, and no "kickbacks" from mutual fund or insurance companies.


Our personalized advice is not limited to investing. We provide complete personal financial planning to help you and your family make smart overall decisions related to your retirement and your investments.


As an independently owned and operated fee-only business, we answer only to you, unobstructed by outside influence. Because we're not owned by or affiliated with any other entity, we're free to offer advice that's agile, creative and uniquely tailored to your goals.


We are retirement planners. We do not try to be “all things to all people.” We understand the needs of our specific clients and are experienced in meeting those needs.

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