My practice is based on the belief that what is best for the client is the way we should proceed. Where I reasonably believe it to be in a client’s best interest, I recommend advisory services, brokerage services, or a hybrid approach that incorporates both advisory and brokerage services. Along these same lines, I do not require account minimums. Whether you have $50,000 to invest or $5 million, you can expect unbiased, professional guidance about how to put your hard-earned savings to work.

I also believe a financial advisor should be able to successfully explain his or her ideas to a fifth grader. In my 35-plus years in the business, I have yet to see an aggressive, “get-rich-quick” approach work on a consistent basis. A key element to pursuing successful investing should mimic the tortoise in the classic tale of the tortoise and the hare – we all know who won that race. I implement this approach with the heart of a teacher, making sure clients understand what they own and why they own it, and living by the Golden Rule.