Q: What other business affiliations have you established?

As your fee-only, fiduciary advisor, we receive NO compensation for recommending or working with one provider over another. However, throughout our decades in business, we have often turned to the following key alliances when their services complement our own and represent your highest financial interests:

  • Conry-Taylor & Co CPAs, P.C. (our affiliated CPA entity)
  • Buckingham Strategic Partners (a nationwide advisor community)
  • Dimensional Fund Advisors (fund manager)
  • Vanguard (fund manager)
  • TD Ameritrade (account custodian)
  • Kinder Institute of Financial Life Planning (financial life planner community)
  • The American Institute of CPAs (AICPA)
  • The Certified Financial Planner Board of Standards (CFP Board)