We are an Independent, Fee-Only, Wealth Management and Financial Planning firm located in Pembroke Pines, Florida.
We didn’t just pick our name out of a hat: our investment philosophy is supported by sound academic research, historical precedent and by faith in the capital markets. And because we are fee-only, we aren’t motivated by commissions or sales quotas. Helping you reach your financial goals is our only goal.
Principles of Investing from John Bogle (Vanguard)
• Time is your friend, impulse is your enemy
• Buy right and hold tight
• Forget the needle, buy the haystack
• Stay the course