What Sets Us Apart
Creating a Plan for Your Money Through The Five Financial Tracks™
The “Track” in our name, OnTrack, is an acronym that speaks philosophical volumes about how we view wealth management as both art and science. Learn more about how we serve and help protect your wealth and future:
Tax Efficiencies
We constantly strategize best practices to mitigate and avoid tax liabilities when investing. We go a mile further than most advisors by planning and preparing your tax returns with a partner certified public account (CPA).
Risk Management
We manage investment risks on a continuum of conservative to aggressive. Each financial plan is subjected to sensitivity analyses matching your needs and risk tolerances together for the best financial results.
Aligned Interests
We are on the same team as you. As a fee-only fiduciary, we do not charge commissions or hidden fees. Instead, we win together as wealth grows. Our fiduciary obligations mandate we act exclusively in the best interests of you. We would not have it any other way.
Cost Conscious
Research tells us that a cost-benefit analysis when investing is critical to building wealth. As such, we scrutinize valuations, management fees and performance to ensure client growth is enabled– not thwarted– by costs.
Know-How
Without knowledge and the ability to execute on financial plans, missteps lead to quicksand. Our experience and approach places you on the right track for goal achievement. We are Certified Financial Planners™ who can help you build durable wealth.
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Market Insights for Q1 2024
Learn more about what the market is telling long term investors like us
Wealth Management Services
We are fee-only financial advisors and fiduciaries specializing in:
Investment Management
Retirement Plans
Tax Planning
Tax Returns
Estate Planning
Social Security Timing
Sleep sound knowing your assets are safeguarded with the best financial custodian
5 Most Important Factors for Hiring a Financial Advisor!
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