Why Mpower?
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Experience
I have been a financial advisor for over 20 years and a CERTIFIED FINANCIAL PLANNER™ professional since 2010. I have worked with all kinds of people from professional athletes to weekend warriors.
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Fiduciary
As a fiduciary and CERTIFIED FINANCIAL PLANNER™ professional, not only am I obligated not to harm you, I am required to act in your best interests and to place your interests ahead of my own, at all times.
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Fee Only
The only compensation I receive is from the fee you pay me. I do not sell any products or receive any commissions or compensation from any other source than what we agree to. in writing
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Flexible
Engagements can be arranged à la carte, by the hour, or by retainer for a comprehensive plan. Mpower does not impose any investment minimums. There are no obligations for a long-term commitment unless you want one.
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Accessible
My flexible services, competitive fees, and lack of a portfolio minimum make Mpower not only affordable, but accessible to virtually anyone needing the guidance of a CERTIFIED FINANCIAL PLANNER™ professional.
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Transparent
I believe in transparency and never want you to wonder if I am making a recommendation because there's something in it for me. I “eat my own cooking”. In short, I am on the same team as you.