Hi. I'm
I give families the courage to live on their own terms by making their money make sense, helping them reduce their taxes, and tying their whole financial picture together.
Let’s Get to Know Each Other
Answer a few quick questions and you'll be directed to schedule a free introductory call directly with Brandon.
What does the first meeting look like?
Our first meeting is a complimentary 30-minute Zoom call where we get to know each other, discuss your goals, and determine if we're a good fit to work together. There's no pressure and no obligation.
How do you charge for your services?
We charge an annual flat fee billed quarterly. This fee covers ongoing financial planning and investment management. There are no hidden fees or commissions.
Do you work with clients outside of North Carolina?
Absolutely! We work with clients in many different states via Zoom. Whether you're across the country or down the street, the experience is the same.
What makes you different from other advisors?
Our goal is to maximize your life. We don't follow rules of thumb. We give clear and bold direction so you can have the confidence to take brave action knowing your finances are handled.
Who do you work with best?
We have the biggest impact on two types of clients: high income professionals navigating the complexity of their growing benefits/career and family, as well as clients transitioning into retirement who are making the transition from saving to spending.
Do you have any minimum requirements to work with you?
We work with households with a minimum of $500,000 in investable assets. We may reduce or waive the minimum size requirement on a case-by-case basis.
Do you receive kickbacks, referral fees, or commissions?
The only way we get paid is directly by our clients. There are no kickbacks, referral fees, commissions, or other ways we get compensated.
Let Us Help You Be Deliberate With Your Money
Stop wondering 'what if' and start getting answers. I can't wait to hear your story!