We work with curious, motivated savers who are seeking education and guidance to balance your current needs with your dreams and goals of the future.
What We Do For You
As an independent, fiduciary, fee-only firm, we provide holistic, total wealth management solutions. We use tax aware, evidence-based investing strategies and bring institutional-level expertise and service to each relationship.
We are your fiduciary. We are a family firm.
We are a locally owned, second-generation family firm. David Imhoff started the firm in 2002 with the goal of bringing simplicty, transparency, and unparalleled service to his clients, coupled with an investment philosophy grounded in unbiased, academic research. We strive to uphold those principles as the firm continues to grow with clients who appreciate an approach that is decidedly not Wall Street.
We will shine light, prepare a plan, and provide a path.