We tell you what we think
Sometimes that is “do nothing”. We have never been paid to act.
Independent advisers since 2006
Wealth advice with nothing to sell.
Fee-only planning for families and business owners. One named partner, a written plan and no commissions, ever.
- Fee-only and independent
- Fiduciary on every account
- A partner replies within a day
Thirty minutes, on us
Talk through your situation with a partner.
The one number
96%
of our families are still with us after ten years
Why they stay.
One partner, start to finish
The person who opens the file is the person who reviews it.
Fees printed on page one
One percentage, falling as your assets grow.
A plan you can read
Twelve pages, no jargon, and a glossary for the rest.
Choosing an adviser
Scored on what actually matters.
Five questions, three routes, one honest total. Run down the rows to compare.
Going it aloneA bank wealth deskBest overallSterling & Vale
- Clarity of fees
- Independence of advice
- Depth of planning
- Tax coordination
- Someone to call
Total14/2512/2524/25
Not sure where to start?
Find the right service in three questions.
No email needed. We will show the service that matches your answers.
Question 1Where are you today?
Question 2What worries you most?
Question 3How involved do you want to be?
Your best match
Financial planning
A written plan for the next thirty years, with fees and tax in plain sight.
See planningYour best match
Retirement income
A sustainable monthly income, tested against bad decades and reviewed every quarter.
See retirement incomeYour best match
Estates, trusts and giving
Passing wealth on with less tax and more intention, alongside your attorney.
Speak to a partnerRecognition
Quietly well regarded.
We do not advertise. These are the people who noticed anyway.
Independent Adviser of the Year
Wealth Advisory Review
Best Fee-Only Practice
Fiduciary Alliance
Client Service Award
Midwest Planning Forum
Top 100 Advisory Firms
The Independent Adviser
Fiduciary Gold Mark
Fiduciary Alliance
As featured in
Wealth Advisory ReviewThe Independent AdviserPlanning WeeklyFiduciary AllianceMidwest Planning Forum
In their words
What clients say.
“They told us to pay off the mortgage before investing a dollar. No other adviser had ever told us to spend less with them.”
Sophie L.Client since 2014“When I sold the company they had already modelled six outcomes. I made one phone call instead of twenty.”
Daniel P.Founder“My father trusted Henry, now I trust Anna. That continuity is rare and it matters.”
James O.Second-generation clientArrange a conversation.
Thirty minutes with a partner. No charge, no obligation.