Fiduciary Financial Planner CFP® Fee-Only Advisor



PHONE: 480.609.4334


Bringing Clarity to Complex Situations

Science of Investing

Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth.

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Financial Planning

Every client is unique and our customized financial planning looks at your situation and how to help you achieve what's most important to you as efficiently as possible.

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Company Retirement Plans

Companies must act as a fiduciary and review fees and investments for their plans on a regular basis. Let us provide fiduciary investment management, insights and reporting the next time you perform due diligence on your plan.

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You cannot solve a problem on the level it was created; you have to rise above it to the next level.
David Rosenthal CFP®

Principal / Financial Advisor
Joe Vazquez

Financial Advisor

Jen Shaw

Operations Manager