Define your goals
You probably already have an idea of what you want for your financial future. We will help you achieve your vision by clearly defining your goals and making sure that all the pieces needed for success are in place.
Design your strategy
We blend leading personal financial planning strategies with rigorous academic research on investing and capital markets. This research and expertise, combined with the personal aspects of your life, results in a comprehensive strategy designed specifically for you.
Align your resources
Once goals are defined and a strategy is selected it is time to align and integrate your financial plan with your life. We will help put your plan into action as well as provide the personal accountability and discipline necessary for long-term success.
Start making better financial decisions.
Learn how working with us can help you make better financial decisions.
Contact us and we will discuss your situation, what you would like to accomplish, and if Halcyon is a good match for you.
The components of great advice.
Financial planning is designed to organize, integrate, and simplify your finances.
When making important decisions, make certain you are solving problems, not creating more of them.
The academic research on investing is clear, there is a better way to invest.
We will help you focus on asset allocation, diversification, minimizing portfolio expenses, and appropriately rebalancing your portfolio.
Compensation plays an integral role in an advisor’s ability to provide objective advice.
As a fee-only advisor our only compensation comes directly from our clients and only from our clients. This eliminates a conflict of interest many advisors face.
Being independent means we work directly for our clients, as opposed to representing a bank, brokerage, or insurance company. This allows us to consider all possible solutions for your planning and investing needs, instead of being restricted to a particular parent companies’ offerings.