Our Philosophy

If you decide to become a client, here’s what you can expect:

You’ll be heard.

We’re pretty good with our financial calculators, but our ears are our most valuable tools. None of the other things we do matter if we don’t first understand who you are and what is important to you and then commit to getting to know you better throughout the duration of our relationship.

Your financial life can be simplified and more organized.

You’ll worry less and spend more time doing the things you love with the people you love. Pretty simple, and yet potentially life-changing.

You’ll receive advice in your best interest. Period

We work directly with you on a conflict free, fee-only basis. We are held to a Fiduciary Standard as a Registered Investment Advisory firm. No shareholders to appease, no quotas, no products to sell.

You’ll have a thoughtful, comprehensive financial plan.

The core of what we do is guiding you towards your financial goals. That’s why we create and continuously monitor a comprehensive financial plan for you and regularly review your progress to ensure that you are on track to accomplish all the things that are important to you.

You'll have an intelligent, disciplined investment process.

You’ll have an intelligent, disciplined investment process that is built on the following four pillars: minimize costs, invest tax-efficiently, eliminate market underperformance, and avoid behavioral mistakes. Your portfolio will be designed to provide the right amount of growth necessary to accomplish what’s important to you while minimizing your exposure to stock market loss. All the employees of Beacon Wealthcare invest our money in the exact same investments we recommend to you. We are fiduciaries, so for something to be good enough for you, it has to be good enough for us.

You’ll be equipped to make better financial decisions.

The decisions that you may only make once are decisions we help our clients with every day. As your financial advocates we’ll use our 75+ years of cumulative experience to guide you through any opportunity or challenge that presents itself.