why choose me


My firm is structured as an independent, fee-only RIA. In addition to upholding a fiduciary standard, this means I do not push any particular firm's products or services and I do not receive commissions that could bias my advice.


My evidence-based approach gives me an edge over other firms. In particular, my deep analytic expertise allows me to steer clear of pitfalls and avoid subtle but costly issues many advisors do not know exist.


Delivering investment performance without personal service is like selling a new Ferrari with no paint. Enjoy the benefits of my personal touch and transparent approach so you can experience the ultimate peace of mind.


My more structured approach to investing allows for more simplicity and transparency than the statistical approaches most advisors employ. This lets my clients better understand their financial plans and investments.

Focus on your priorities.

I take pride in being the trusted steward of your wealth so you can focus on more important matters.

how I operate

Planning &

When the stakes are high, you need a partner you can trust with deep expertise. My experience can help you avoid costly mistakes and make better decisions at each stage of your investment process.


Whether I develop your own personalized index for the ultimate in customization or help you select funds and managers, my expertise can help you improve the performance of your investments.

Research &

Research and analysis is in my DNA. My research and educational programs can help you with everything from formulating investment policy to analyzing investments.

Different clients. Different needs.

I can provide a degree of customization other advisors cannot with off-the-shelf funds and products.


I am a researcher at heart and take nothing for granted. Anything less compromises performance and peace of mind.

  • April 2018
    Quantifying the Value of Retirement Accounts
    This article quantifies the immense value in not having to pay taxes on investment income and rebalancing (i.e., dividends, interest, and capital gains) within retirement accounts.
  • November 2017
    Another Pet Peeve: Correlation v Active Opportunity
    This article dispels any notion of a relationship between correlations and opportunities for active managers to perform despite the many comments that assume such a relationship exists.
  • October 2017
    Income Generation 101 for Retirees
    Introduction The stakes are high when it comes to wealth and retirement. Unfortunately, salesmanship and conflicts of interest are rampant in the financial services industry. In most cases, the investment advice you receive will be a direct result of the type of financial professional you speak with (i.e., biased). The reason I am writing this post is to help retirees Continue Reading

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