Our Guiding Principles
What Guides
Our Work
These principles represent our company culture, give expectations to our team, and help you understand who we are as your partner.
Cathleen Phelps & Cecelia Gilliam | Client Experience Team
Our Guiding Principles
These eight principles shape every decision we make and every interaction we have with our clients
Dedication
Create exceptional experiences that deliver value, consistently
Intentionality
View all decisions, actions, outputs, and communications through the client lens
Empowerment
Identify challenges and opportunities and take ownership to find solutions
Collaboration
Be a team player
Curiosity
A willingness to continually learn and find a better way
Preparedness
Research, integrate, and plan strategically to enable good decision-making
Optionality
The freedom to find joy in what we do, how we do it, and where we do it
Technology
Improve, automate, scale and simplify
A Great Relationship Goes Both Ways: Here’s What You Can Expect
Clear communication enables us to be your partner, advocate, and advisor during all phases of your wealth journey.
What You Can Expect from Us
As a fee-only fiduciary, we are required to always act in your best interest—not our own.
We’ll provide a dedicated team
We assemble a wealth advisor, portfolio manager, and client experience team to work with you directly.
We’ll respect your time
We strive to be thorough yet efficient keeping meetings focused, recommendations clear, and follow-ups timely (usually within one business day).
We’ll be straightforward
We provide clear, honest guidance and prompt issue resolution.
We’ll be accessible and reliable
We remain available and ready to support you as your needs change.
We’ll take a security-first approach
We use top-tier security, encrypted communication, and secure document storage to keep your information secure.
What We Expect from You
A successful relationship is a two-way street. Here’s what we ask of you:
You’ll be open and honest
You will share your full financial picture and notify us right away if your expectations aren’t met.
You’ll accept our investment philosophy
Tips, hunches, and market timing will not be part of your investment strategy. Learn more.
You'll be responsive to emails and phone calls
Respond to our emails and calls within a reasonable amount of time so that we can implement and execute your financial plan.
You’ll receive documents electronically
Accept documents via email and sign them using DocuSign.
You’ll do your part to protect your personal information
Always use two-factor authentication and send documents to us securely.
We’re pet-friendly!
We often bring our dogs to work with us. We’re happy to accommodate your preferences—whether that means bringing your own furry friend with you when you visit or asking us to leave ours at home.
