Our Financial Approach Proves that Not All Financial Planners Are Created Equal.
Unlike other financial planners who may create complexity to validate high fees, we believe our role is to help enhance your wealth.
Unlike other financial planners who may create complexity to validate high fees, we believe our role is to help enhance your wealth.
Our approach revolves around your financial goals and how we can help you accomplish your vision for the future. We get to know you through casual yet informative conversations, uncomplicated meetings, and personal care that goes beyond the dollars and cents of your finances.
We want to understand your specific financial goals and the personal impact they have in your life.
Unlike large brokerages or robo-advisors, we never operate on autopilot. We consider many options as we build your unique financial plan.
We believe better financial guidance leads to better financial decisions. We help you navigate uncertainty to make the right choice for you.
We don’t just create financial plans, we build relationships and provide personalized care to every client.
For over 35 years, we’ve proven that the work, time, and resources required to achieve your goals is often defined by where you are in your financial journey.
Your financial planning, business and legal needs are satisfied. You want professional investment management and back-office support under a flat, fee-only structure. We serve as your Outsourced CIO. Typical clients include Ultra High Net Worth individuals, foundations, endowments, nonprofits, and family offices seeking management of their public securities portfolios.
Understanding the demands of a busy life, you realize the necessity of entrusting your financial planning to a team of expert advisors. Typical clients will have $1 – $10 million of investment assets wanting a flat fee schedule stated in dollars, not a percentage of their investment assets. We believe this eliminates many of the conflicts traditional advisors face.
You have complex challenges and need more than traditional wealth management. We serve as your Personal CFO to help preserve, grow and transfer your wealth. Typical clients will have investment assets in excess of $10 million dollars and do not want to be charged excessive advisor fees simply because they have significant wealth.
That’s why we care about things like tax impact, related costs, and “understandability” when helping you make financial decisions.
We believe that each decision should balance immediate and future financial outcomes, guiding you towards your objectives. Through every choice, we stand by your side to offer clear advice and support.
You have tangible goals, so we create practical financial plans to get you from point A to point B, and beyond. And we do so by considering multiple scenarios to find an optimal solution that can be implemented in a cost-effective manner.
We provide straight-forward financial advice you can understand, without skimping on details. That way, you can make decisions with confidence. If you have a question, never hesitate to ask, and we promise to give you a straightforward, no-nonsense answer.
We understand that every financial decision has a personal impact—on your future, your family, and your legacy. We help you navigate complex emotional situations with rational, reasoned, and empathetic advice.
Beyond presenting options and financial strategies, we guide you to the most fitting decisions for your future. And our recommendations will never be influenced by anything other than serving your best interests.
We do not mask our fees in seemingly marginal percentages. We do not offer biased advice. We lay out our qualifications and business practices in detail in our ADV. It’s about full disclosure from day one, so we can create an open and honest relationship that lasts.
At PDS, we keep our process straightforward so we can focus on building your wealth. Here’s how we’ll get started:
Want to know how we can support you?