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My Portfolio Guide's investment philosophy is based on our dedication to act only in our clients' best interests. It's this client-centric approach that guides each and every investment decision. We are not stock jockeys with the "hot tip" of the day. We are not market timers with crystal balls or portend the unknown events of tomorrow. We don't sell

Our mission is to guide you to live a more fulfilled life, aligned with what matters most to you. We work closely with you to provide holistic guidance that considers your deepest purpose in your life, family, and finances. We believe people can live with confidence and joy when they are clear about what matters most to them. We want to help you maximize

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service. Securities offered through TD Ameritrade, Inc. Member FINRA