Bloomington, IL Office

The firm advises individuals and high‑net‑worth individuals, providing wealth management that combines discretionary investment management with comprehensive financial planning, plus standalone and project‑based planning engagements. It operates on a fee‑only basis and uses percentage‑of‑AUM fee arrangements for portfolio management, consistent with common practice among independent advisers.

Investment decision‑making emphasizes asset allocation and modern portfolio theory, supplemented by quantitative and factor‑based analysis. Portfolios may be implemented through model portfolios, separately managed accounts, third‑party sub‑advisers and Dimensional Wealth Models, with ongoing monitoring and written planning deliverables provided as part of wealth management engagements.

Although organized as an independent, one‑advisor firm, it is not structured as a typical solo practitioner: the firm has a formal compliance officer role and requires client custody on an institutional platform. The adviser is newly registered in 2026 and currently reports no assets under management, and it also offers a limited number of project‑based pro bono planning engagements—features that set it apart from many small, established independent firms.