Our story is simple so that yours can be too:


We partner with our clients to provide the services they require. The reason our story is simple can be summed up as follows:


Fiduciary Responsibility,  Transparency,  Care


We began our life as a fee-only investment advisor as an outgrowth from our sister accounting firm, Smith Patrick LLC. Smith Patrick LLC has been in business for over 25 years providing a high level of service to its private clients and small businesses. We felt that clients who need wealth management and financial planning services should be provided with this same level of care.


Our services are based on what our clients require.  Our fees are based on the level of time and effort needed to satisfy those requirements and agreed upon in advance. No surprises. Trust is not created over night but this gives us a great foundation to build upon.


Please explore our website to learn more about who we are and what services we offer. To get the true experience of what a fee-only advisor can do for you – contact us to schedule an introductory visit to see how we can help.









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