100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal
919 459 8181

100 million thanks

We recently passed a milestone in our business: $100 million client assets under management. We’re proud of our growth these past six years. Thank you to everyone who has supported us — clients, friends and service providers. We value these relationships and look forward to the next six years.

Since our founding, plenty has changed. We’ve grown from a standing start and now have 80+ clients in 15 states, in Europe and in Asia. We started with one man and a dog (my dog didn’t provide investment advice, although I was able to train him to growl angrily when I mentioned the words “variable annuity”). We now have a staff of four — Molly, Kent, Donna and I — and we expect continued growth.

But what has not changed is much more significant:

  • We continue to provide financial planning tailored to each client’s unique situation.
  • We continue to provide comprehensive advice.
  • We continue to be “fee-only” fiduciaries, providing unbiased advice solely in each client’s interest.
  • We continue to use low-fee funds benefiting from Nobel Prize-winning research.

The years to come will bring change and growth. But our core values will remain.

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