How we’re unique

We are more than just investment managers and financial planners.

We provide thoughtful, caring, and proactive advice, on an ongoing basis. We know what questions to ask and what issues to look for. And we find solutions that make sense for you and your situation. More about our proven wealth management process here. Wealth Management

We simplify your finances

Financial information and decisions can be daunting, even paralyzing. We help you navigate complex information and decisions and “Get to How.” We help simplify your finances by streamlining and eliminating unnecessary complications, so you can make important decisions with clarity.

We offer a “high-touch” personalized team approach

Each of our clients works with a team of two professional advisors, backed by our entire team. This ensures that we can develop close relationships with our clients, and that we are always available, responsive, and knowledgeable about YOU.

We educate and empower

We make managing your finances less intimidating. By understanding your choices, asking the right questions, and considering the tradeoffs of decisions, you will be empowered to take control of your finances.

We operate on a Fee-Only (no commission) basis

We are paid by our clients, and only by our clients. We do not receive commissions, nor do we sell any investment or insurance products. We do not receive any referral fees and we are not compensated by any third parties.

We believe that the Fee-Only method of compensation is the most transparent and objective method available. And, because we are only compensated by our clients, we can minimize the conflicts of interest that are so prevalent in financial services.

We are compensated either as a percentage of assets under management or on a flat-fee basis. This consultative approach allows your Blankinship & Foster team to provide you with objective, unbiased advice. You can feel confident that our interests are aligned with yours.