Wealth Management / Financial Planning / Financial Services
Lake Tahoe, NV and Atlanta, GA
Wealth management and financial planning firm whose goal is to provide comprehensive financial planning and evidence-based, low-cost passive and index-based investments through firms including, but not limited to Dimensional Fund Advisors (“DFA”). We are not only a fiduciary who commits to put our clients’ interests ahead of our own, we are one of the few wealth advisors in the United States that charges clients based on the complexity of their unique situations, as opposed to alternative methods such as charging based on the amount of assets they have under management (“AUM”).
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