Find your Fiduciary Advisor
As a fiduciary who acts in your best interest, we design customized financial plans and manage portfolios to help grow and protect your wealth. Our goal is to develop a long-term relationship with you, while striving to reduce financial complexity at every stage of life, so you can spend time focusing on the pursuits that matter most to you.
Case Studies
We meet you where you’re at - at every stage of life. We help apply our knowledge and years of experience to coordinate, optimize, and simplify your financial life. Learn more about how we can help you.
Recent Updates
Podcasts
Day in a Canoe: Karen Hayward: Leadership with Empathy
In this episode, Nathan and Karen discuss: Key Takeaways: “Dream big – and then when you thought you’ve dreamed as big as possible, dream bigger.” — Karen Hayward About Karen … Continued
Thought Leadership
Looking to Convert a Traditional IRA to a Roth IRA? Top Considerations to Know:
You’ve worked hard to plan, save, and invest for your retirement. That’s why we are passionate about educating our clients about their options when saving into retirement accounts. When markets … Continued
Thought Leadership
2022 – Q4 Investment Commentary
Performance Following the trend of the tumultuous first half of the year, U.S. stocks moved lower in the third quarter. International stocks also fell; developed markets and emerging markets both … Continued
Thought Leadership
How to Have Hard Conversations with Aging Parents About Money
People say there are three topics you don’t talk about: politics, religion, and money. Now, we won’t speak to the first two, but we can confidently say that talking about … Continued
Podcasts
Bob Krause: Never Give Up
In this episode, Nathan and Bob Krause discuss: Pushing through adversity Being the best you can be Focusing on being present and living in the moment How to stop fear from … Continued
Podcasts
Day in a Canoe: Lisa Crafford
In this episode, Nathan and Lisa discuss: The importance of mentorship Practicing reverse mentoring What a good culture looks like The burden of perfectionism Key Takeaways: Mentorship doesn’t focus … Continued