Independent Advisor Leads Investor Group Seeking To Purchase NHL's Troubled Phoenix Coyotes Franchise

Charles Schwab to Host Live Online Educational Event for Active Traders

Accenture Study Of Advisors Provides Unintentional Joke Of The Day; Shows Why Survey Stories About Advisors Are Usually A Joke

Wealthfront, A Startup That Wants To Replace Financial Advisors, Raises $20 Million In A New Funding Round

CFP Board Hires New Lobbyist Who Formerly Served As Senior Counsel To House Financial Services Committee


Let’s Make This Easy


We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck


A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.