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Why John Doe?

How I Work For You

I work for people like you, folks who are tired of the deceptive business practices pervasive in the retail mutual fund industry, and who are tired of suffering greater risks, higher fees and lower returns than they should.

Who I Am

I am the owner of the largest independent financial planning firms in the nation, managing more than $15 billion for more than 28,000 clients both online and via 41 offices across the country.

How to Work With Me

Whether you’re just starting out in your career, already retired, or in between, you deserve access to the best investment management advice available.