We help you make informed and rational financial decisions that allow you to feel confident and empowered about your wealth. We help balance the need to live in the present and plan for the future.
It only makes sense to take advice from someone who is committed to acting in your best interest. Our firm adheres to the fiduciary standard because you deserve unbiased advice.
We invest and plan alongside our clients. You can trust that anything we recommend for you is something we put our own money into.
We do this because it is the right thing to do.
We are paid directly by our clients. We do not collect sales commissions or any third party fees.
Our business is built on relationships, not transactions.
This structure enables us to focus on the long-term for us and our clients.
When you do well, we do well.
We work with you on your terms. We can meet at the office or virtually. Your time is valuable. Together we will create a plan and deliver it in manageable pieces on your schedule.
We are one of the few fee-only fiduciaries in South Dakota. But we don't stop there. We work virtually with clients across the country.
No corporate office. No 800 numbers. Every client has our personal cell phone number.
We use the latest financial planning and portfolio software to make information accessible to you on your terms.
All client receive their own custom client portal accessible via the web and our mobile app.
Our online scheduling system allows you to book meetings at your convenience and on your terms.
Communication is the heart of our relationship. You deserve to be heard and understood.
Our firm is small by intention. We choose to work with a limited number of client relationships so we ensure we can serve our clients in a personal and effective manner.
Our advice is delivered in plain-English. No industry jargon. Advice that is easy to understand.
WANT TO LEARN MORE?
Are you ready to feel good about your finances?
Schedule your introductory call with Brian Berkenhoff, CFA using the calendar below.
Serving clients virtually across the country.