About Us
Why was S.E.E.D created?
We believe everyone should have access to high-quality financial planning regardless of how much money they have.
Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success. We are a fiduciary, and we put your best interests first. Our financial planning costs are fully disclosed, transparent, and easy to understand.
We believe our clients deserve a different experience working with a financial professional. We don’t think commissions or sales should be the driver of solutions. People pay for advice – that’s it. We are not compensated or paid by anyone other than our clients – no fund companies, third-party investment firms, or anyone else, just you.
What does S.E.E.D. stand for?
The mnemonic — S.E.E.D. — reflects the values of our company:
Stimulating
Environment
Exceptional
in meeting and exceeding high standards
Ethical
Standards
Duty
as a fiduciary
Who are the people that work for S.E.E.D?
We have a diverse group of individuals that collectively make one incredible team.
We’re extremely biased, but we believe we have the best people.
Who are our typical clients?
Those who share similar values of respect and integrity and appreciate hard work and doing the right thing.
Money is not a qualifier or the reason we work with someone. No matter where you are in your financial planning journey – we can help. We have financial planning programs for clients at every level and multiple entryways to getting started with our team. We offer a no-cost, no-obligation first discovery meeting to learn if planning is appropriate and at what level.