Are you accepting new clients and do you have a minimum account size?

Yes, we are accepting new clients and no, we do not have a specific minimum account size.  It's really about whether we're a good fit for each other, and if you've reached a point in your financial life where you would benefit from our holistic planning.  If you're not sure, just call us and let's start a conversation.  We're easy to talk to and are here to help.