Our Affiliates

OUR ALLIANCES

Dimensional Fund Advisors (DFA)

DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.

BAM Advisor Services

BAM Advisor Services helps independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations.

The BAM Alliance (BAM)

A community of more than 130 independent wealth management firms located throughout the United States- united in a belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize dreams.

BAM Retirement Solutions

The retirement plan services division of BAM Advisor Services, one of the nation’s largest Turnkey Asset Management Providers for independent Registered Investment Advisors.

Schwab Institutional

Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

Fidelity Investments

Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

Ed Slott and Company, LLC

A nationally recognized IRA distribution expert, professional speaker, author and creator of several public television specials including the most recent Retirement Rescue. Ed also provides specialized training to professionals become recognized leaders in the market place.

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