Not All Financial Planners Are Created Equal.
Unlike other financial planners who may create complexity to validate high fees, we believe our role is to enhance your wealth—not ours.
Unlike other financial planners who may create complexity to validate high fees, we believe our role is to enhance your wealth—not ours.
Our approach revolves around your goals and how we can help you accomplish your vision for the future. So we get to know you through casual yet informative conversations, uncomplicated meetings, and personal care that goes beyond the dollars and cents of your finances.
We want to understand your specific financial goals and the personal impact they have in your life.
Unlike large brokerages or robo-advisors, we never operate on autopilot. We consider many options as we build your unique financial plan.
We believe better guidance leads to better decisions. We help you navigate uncertainty to make the right choice for you.
We don’t just create financial plans, we build relationships and provide personalized care to every client.
Over 30 years, we’ve proven that the work, time, and resources required to achieve your goals is often defined by where you are in your financial journey.
You have professionals managing your financial, business and legal needs. You also want professional investment management and administration under a flat, fee-only structure stated in dollars, not a percentage of your assets.
You need to build a foundation for your financial plan with a responsive, objective advisor putting your interests first. You seek an experienced advisor with a proven service platform specialized and tailored to your specific needs.
You have reached a point in your life where your financial decisions require thoughtful and customized planning with a trusted team of experts and advisors to help guide you through your financial and life decisions.
That’s why we care about things like tax impact, related costs, and “understandability” when helping you make financial decisions.
We believe every decision should weigh both short- and long-term benefits and consequences to ensure the best possible path to your goals. And whatever you decide, we will provide support each step of the way.
You have tangible goals, so we create practical plans to get you from point A to point B, and beyond. And we do so by considering multiple scenarios to find an optimal solution that can be implemented in a cost-effective manner.
We try to talk in language you understand so you can make decisions with confidence. If you have a question, never hesitate to ask, and we promise to give you a no-nonsense answer.
We understand that every financial decision has a personal impact—on your future, your family, and your legacy. We help you navigate complex emotional situations with rational, reasoned, and empathetic advice.
We don’t just provide options or strategies, we help you choose the right next step for your financial future. And our recommendations will never be influenced by anything other than serving your best interests.
We do not mask our fees in seemingly marginal percentages. We do not offer biased advice. And we lay out our qualifications and business practices in detail in our ADV. It’s about full disclosure from day one, so we can create an open and honest relationship that lasts.
At PDS, we keep our process simple so we can focus on building your wealth. Here’s how we’ll get started.
Want to know how we can support you?