Collaborative Finanical Planning

Collaborative Financial Planning

Collaborative Financial Planning Built to Last

The benefits of serving as your independent advisor is achieved, not by going it alone, but by collaborating closely with you and your family, as well as choosing our supporting relationships deliberately:

  • Delivering a continuum of coordinated client care and unified planning to advance your most important goals
  • Strengthening shared values, in particular placing your highest interests at the center of all that we and our alliances do for you
  • Participating in a nationwide forum for developing and exchanging best financial practices we can bring home to you

The BAM Alliance

At the forefront of our collaborative financial planning initiatives, we are proud to be among an elite group of independent firms who have formed a relationship with the BAM ALLIANCE, a community of more than 140 independent wealth management firms located throughout the U.S. (as of Aug. 31, 2014).

An active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management, the BAM ALLIANCE elevates our profile and ability to deliver the ideas, insights and intelligence that help clients make the best decisions about their financial lives. This unique alliance also provides an unparalleled level of support, education and networking opportunities, freeing us to continuously deepen the level of individualized service we can deliver to our clients.

Fund Managers

We typically construct the core of our clients’ portfolios with funds from select fund management companies such as Dimensional Fund Advisors, AQR Capital Management and Bridgeway Capital Management. However, as your fee-only, fiduciary advocate, we receive no third-party compensation for recommending one investment over another. Whenever we feel a different investment is in your highest interest, we will recommend it.

Account Custodians

Your assets are held in accounts in your name – typically at Charles Schwab, TD Ameritrade or Fidelity – from whom you’ll receive independent monthly statements. That way, you can leave the hard part to us while still keeping an eye on your assets.

Collaborative Financial Planning = The Value of Independent Thinking + The Power of Strong Alliances 

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