Are you a fiduciary fee-only advisor?
Yes! And if you're not sure what that means, you can read about fee-only advising here.
Is there a minimum amount of money I have to have to work with you?
Nope! We will start with where you are.
Where is my money held if I work with you?
We have the ability to work with two separate custodians: Charles Schwab and SEI. Both custodians offer full online access, with a mobile app option to view your account(s). Your money would be held with one of these custodians at all times.
Did Blue Jay move?
Yes! In the fall of 2020, we moved to 509 Fourth Street in Defiance, Ohio. If your map app takes you to 400 South Clinton Street, it's betrayed you.