Conflict-free financial advice for businesses, non-profits, and individuals.
We offer conflict-free advice, workshops, and presentations tailored for select audiences. Contact us to simplify your financial challenges with expert solutions.
“Michael helped the Galveston Wharves Board analyze investment fees for its 90+ workers. Using his analysis, we were able to get all future fees waived. I believe Michael’s work saved our pension plan and our workers several hundred thousand dollars over the coming years.”
“I appreciated his knowledge, but also his honesty and the fact that he was not selling anything. I also appreciate that our [school] district brought him in to talk with us.”
“This was so valuable on so many levels. Very grateful. I had a good conversation with my spouse about financials this morning and it was
perfect timing after what I learned from you. Really good news and smart financially.”
“We're 36 now and the place Jonathan and I are at today has been a result of the plan we laid out over a decade ago together with Michael.
He's been with us every step of this way.
He helped us set goals around home ownership, paying down high interest debt, getting a HELOC, setting up and investing our retirement accounts, opening a brokerage, and so much more. 10/10 highly recommend.”