Contact Us

Use the form on the right to contact us.

You can edit the text in this area, and change where the contact form on the right submits to, by entering edit mode using the modes on the bottom right. 

634 W Main Street, Suite 302
Madison, WI 53703
USA

866-696-4300

An independent, fee only wealth management firm providing comprehensive financial planning services. We hold no client assets and we do not sell any products.

downloads

Fact Sheets

How to Choose a Financial Advisor
Created by the CFA Institute, this fact sheet provides investors with answers to the most commonly asked questions about hiring an advisor. Asking the right questions can help clients find the right advisor for their needs.  VIEW > 

What Every Investor Should Know
This fact sheet, created by the CFA Institute, provides an overview of issues to consider when hiring a financial advisor. An affiliation based on full disclosure, trust and open communication are keys to an enduring client-advisor relationship.  VIEW >

 

Why Select a CFA® Charterholder?
Professional investors have long understood the value of the CFA Charter. This CFA Institute fact sheet details to indiviual investors the background, knowledge and experience required, ethics and relevance of the CFA Charter.  VIEW >

Defining Your Investment Objectives
The CFA Institute details some of the issues that client and advisor should consider when defining their investment objectives.  VIEW >