Ira Fateman, BS, CFP, M.Ed.
We are a boutique practice with a focus on your needs and goals. We provide financial planning and investment management services. What sets us apart from many firms is that we are fee-only. We do not earn commissions from sale of insurance or investment products. Our recommendations to you are in your best interests.
We understand that your financial success comes not just from a carefully constructed portfolio tailored to your risk tolerance and goals. Of equal or more importance is your total financial picture. This includes an emphasis on the financial planning process with a goal of helping you make better financial decisions in your personal life.