• Comprehensive Money Management Services

  • Categories

    Financial Advisors & Wealth Management

    About Us

    We are an independent “Fee Only” Financial Planning and investment management firm with particular expertise in the unique tax, insurance, estate, and retirement planning issues facing unmarried couples and alternative families. We are among a small minority of independent registered investment advisors who work directly for you. That requires that we adhere to a fiduciary standard that puts your interests first. We avoid conflicts of interest by refusing all compensation other than fees paid directly by our clients for our services. That is very different from so-called ''fee-based'' fir

    Rep/Contact Info

    William R. Neubauer, MBA, CFP®