Neal Van Zutphen, CFP^®

Who We Are

We are an independent, fee-only financial planning and asset management firm dedicated to the principle that advisors are compassionate fiduciaries to their clients.

What We Strive To Do

Financial Planning

We offer to provide technically excellent, client-centered, holistic financial life planning focusing on the client's aspirations. We strive to help clients clarify their goals and add meaning to their money. Technically correct financial plans are more likely to fail when those plans are not aligned with the client's core values, beliefs and aspirations, while successful financial life plans integrate financial and emotional intelligence and resonate with the client's will to meaning. The most successful financial planning clients are also those who recognize that facilitating change and goal achievement requires advisory relationships serving as collaborators and accountability partners.

Asset Management

We strive to achieve the client's growth and income needs by managing customized equity and income portfolios. We believe that the best way to building long-term wealth through asset management is a disciplined value-investing approach.

Customer Service and the Human Connection

We, like you, appreciate working with others rather than computer automation and thus strive to do all of the above with unparalleled individual-to-individual service. We take pride in our work and continually strive to improve.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth