Who is your typical client?

Our typical client is in their late 30s or early 40s, has a relatively young family, and has about $150k in net assets. This is sometimes referred to as the “mass affluent” middle class. However, we accept portfolios as small as $10k for retirement, so we are accessible to young professionals, blue collar folks, in addition to the mid-career professional and our men and women in the military.

In addition to retirement savings, we’ve broadened our services to college savings. Which is both FREE and does not have an account minimum. Find out more here.