napfa
Lia Bertelson

New Membership in NAPFA

We are proud to have joined the National Association of Personal Financial Advisors (NAPFA). This organization of fee-only financial planners requires an ethics oath and

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We are grateful

As we celebrate Thanksgiving with our families this week, we are taking a moment to share with you something that we are especially thankful for

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Riskalyze GPA comparison graphic
Lia Bertelson

Riskalyze Introduces GPA

Our investment management clients know that we use Riskalyze to help us quantify their risk tolerance as well as the risk in their investment portfolios. 

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