When we are asked to describe our 'ideal client'; we don't narrow our definition by investible assets, cash flow or potential for a family inheritance.
Unlike most advisors, we are not seeking to grow a large client base of “high net worth families and business owners”.
Like our clients, we place a value on relationships and the value they deliver far beyond a bottom line.
Our practice is small, and deliberately so.
A Dunbar study suggests that as firms continue to become more efficient, there's still a physiological brain-based limit to how many clients we'll ever be able to manage, which allowing for some personal relationships as well may never be much higher than 75-125 for any planner regardless of the new tools and technologies we create in the future.
A financial advisor's value may be measured by their clients by any number of metrics;
It is our mission to provide value to clients based not solely on performance but on the positive changes we can make in their lives.
It is our commitment to truly know the people that choose to work with us; their families, their hobbies, their livelihood.
Because we choose to limit the size of our practice, our clients will never be asked for an account number or social security number to identify themselves, when a first name will do.