You can use the form on the left to upload documents to our secure server for us to review. Enter your name and email address, and use the button to attach your files. We will be notified automatically.
SEI Access My Portfolio Link
Existing asset management clients can log into their SEI accounts here. If you have never accessed your account online before, or have forgotten your username or password, call our office and we can walk you through the process. You can also download self-registration instructions here.
Financial Planning Client Access
If we have created a financial plan for you using Money Guide Pro, you can log in here to view your plan. Contact our office if you need a user ID and password.
Schedule a Call
If you would like to schedule a time for David to call you can click here to choose a time. You will be prompted to enter the best number for us to reach you.
Latest Form ADV
Our ADV document can be found here. The Securities and Exchange Commission requires Registered Investment Advisors to file Form ADV. The second part of the form, available from the link above, provides disclosures that are relevant to clients, and we are required to provide copies to anyone who does business with us. The form explains how we do business and how we are compensated.
What to Bring
For a list of documents to bring to your first financial planning meeting, click here. Not every item will be applicable to your situation. Don’t worry if you can’t find everything. We’ll work with you to get the information we need. If you have the files in electronic form, you can use the form on this page to upload them to our server prior to your meeting.