As a fee-only, fiduciary advisory firm, we are uniquely positioned to offer unbiased financial advice at a fair price. Fee-only means that we never collect commissions, referral fees, or other hidden fees. Fiduciary means we are required by law to act in the best interest for the client; therefore the fiduciary standard is the highest standard of care.
Partner, Financial Planner
Mike guides clients through the financial planning process to help them identify their goals and create a plan to achieve them.
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Partner, Retirement Plan Consultant
Chase spends most of his time in the retirement plan administrative space. Once the plan features are established, implementing the plan is the next step.
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Partner
Travis works closely with the employer (plan sponsors/plan administrators) to design and build the retirement plan that best suits their needs.
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Partner, Financial Planner
Casey focuses on serving his clients through education so they can make informed and rational decisions. He helps clients envision what a great life looks like and how to achieve that life while still enjoying it today!
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Investment Strategy Consultant
Mike is a highly respected financial figure in the Cedar Falls/Waterloo area. He teaches free financial literacy classes, which landed him a couple appearances on KWWL; as well as a recently received Heros Among Us Award – 2018.
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