Founded by Linnea Westlake, the firm operates as a fiduciary, offering comprehensive financial planning and investment management tailored to individuals, families, and small business owners. As a fee-only advisor, the company's compensation comes directly from clients, not from commissions on financial products, aiming to provide objective advice. The firm is registered with the U.S. Securities and Exchange Commission (SEC) and emphasizes a personalized approach to help clients achieve their financial goals.

Founded in

United States