Mutual funds rather than ETFs, including access to Dimensional Funds
Our team of investment professionals has constructed model portfolios using mutual funds rather than ETFs. This reduces transaction fees to nothing, and enables greater diversification.
Charles Schwab is our Custodian
Your funds will be held at Charles Schwab, the largest custodian for Registered Investment Advisors in the world <– that’s a fact.
Sophisticated Financial Planning
Get answers to questions like “When can I retire?”, and “Am I saving enough for my goals?” through our online experience.
Our team of investment professionals include CPAs, CFPs, and CFA charterholders. Your initial consultation is free, with continued advisor access for users with evisor accounts at no additional charge.
No minimum asset requirements
Open an account with zero money down, and fund it when you’re ready.
No Strings Attached
No need to aggregate outside accounts, or open an account with us, in order to use our planning tool – yep, it’s free!