We are an independent, fee-only financial advisory firm. We serve as a fiduciary to our clients, putting their needs first.
We provide guidance and expertise on investing, retirement, and estate planning while leveraging our combined expertise to manage tax-efficient portfolios.
We serve individuals seeking a long-term relationship with an investment advisor who understands that the money entrusted to us represents years of hard work and sacrifice.
12/06/2018 - By Nancy Patton
Join us in Pensacola, Florida for an exclusive lunch presentation with Weston Wellington, of Dimensional Fund Advisors, an investment firm widely recognized for their Nobel-Prize winning research, as he explains the science behind Dimensional’s Nobel-Prize winning research and how it has inspired a more sophisticated approach to investing.
12/05/2018 - By Jayme Terrell
Join us in Tampa, Florida for an exclusive lunch with Apollo Lupescu, PhD, of Dimensional Fund Advisors, an investment firm widely recognized for their Nobel-Prize winning research, as he explains the evolution of investing in the stock market and how these developments have engendered a different approach of deploying capital.
09/18/2018 - By Christina Doss, AAMS
We are pleased to announce Advisor Perspectives, Inc., a leading publisher of investment and practice management-related content for financial advisors, recently released The Advisor Choice™ awards for the 2017 rankings on the asset managers advisors are most likely to recommend to their peers.