When your advisor's success depends on your life goals—not sales and commissions, everything changes.

Your Fiduciary in your corner with the Dynamic approach:

  • Construct Your Financial Foundation

    • Build a plan for your goals—not commission targets. Every recommendation serves you first.

  • Create Clarity Around Your Purpose

    • Align every dollar with what matters. No pressure to sell means time to understand your "why."

  • Compound Through Strategic Investing

    • Access low-cost, tax-efficient strategies. Your wealth grows faster when fees stay minimal.

  • Control Your Financial Future

    • Transparent pricing. Fiduciary duty. Decisions backed by advice you can trust.

  • Capitalize on Real Opportunities

    • Strategic thinking beats product pushing. We identify moves that truly benefit you.

The Dynamic Guarantee:

A modern approach that educates and empowers clients. I guarantee satisfaction or you receive a full refund within the first 60 days of your service - no questions asked.

Step 1: Let’s meet to help you understand where you stand today and begin to build a roadmap on where you need to go.

Step 2: When you’re ready, choose the right package for you:

Your Complete Financial Architecture

“My Comprehensive Plan with Action & Accountability”

[Pricing starting at $7,500]

[$1,500 upfront + $500/month]

Who is it for?

You want a plan and ongoing advice, but you want to keep your investments where they are now (at Robinhood, Wealthfront, Betterment, Schwab, Fidelity, etc.).

What do you get?

We collaborate on the planning process during periodic meetings.

You manage the investment-related tasks.

  • The initial comprehensive process consists of a series of meetings covering:

    • Getting Organized

    • Cash Management

    • Investment Planning

    • Tax Planning

    • Risk Management

    • Retirement Planning

    • Education Planning

    • Estate Planning

    • Open Enrollment

Your Complete Financial Architecture+

“I Want to Delegate My Way to Freedom”

(FA + Investment Management)

Foundation Fees + Blended AUM fee

First $1 Million 0.90%

Next $4 Million 0.70% 

Next $5 Million and Above 0.50%

Who is it for?

You want the best outcomes.

Your focus is on reducing financial stress and enjoying time with family and friends.

You want to avoid costly mistakes.

What do you get?

  • Ongoing investment management and investment-focused meetings semi-annually.

    • Global diversification

    • Low-cost & tax-efficient

    • Tax-loss harvesting

    • Periodic rebalancing

  • Email access for you, your attorney, accountant, and business manager.

Hourly Advice

“Please Just Help”

+$450/ hour

Who is it for?

1) You have pressing questions that need answers, but you don’t want to partner with a CERTIFIED FINANCIAL PLANNER™ for the long run.

2) You have an advisor, but you need a “consultation” with a fiduciary that’s on your team and that can help you get the most of your existing relationship.

3) You have an urgent situation or life event that requires specific needs to be addressed and you need “express service” to get it done.

What do you get?

  • A financial partner legally obligated to act in your best interest and a fee-only advisor with the right structure for you.

  • An experienced partner that served ultra-high-net worth individuals and families for over a decade while working at a trust bank and a multi-family office

  • A proposal that outlines your key objective and a clear timeline to achieve them with your pricing.

Still have questions?
Visit our FAQ