What is a Whistle Stop, anyway?

A whistle stop is a station where buses or trains stop only on request; that is, only if there are passengers or freight to be picked up or dropped off. This way, stops with low passenger counts can be incorporated into a route without introducing unnecessary delay.

We’re here as that whistle stop for those of you seeking comprehensive financial advice and planning without the unnecessary complications and cost of a traditional financial advisor relationship. 

Does the following describe you?

• Don’t like complex or non-transparent compensation structures based on commissions or assets under management
• Don’t want to hand over control of your assets, and
• Don’t want an ongoing obligation to engage and pay for your financial advisor indefinitely

If you answered yes to any of these, you’re going to like working with us!