As a Springwater client, you can be certain that we’re committed to doing what’s best for you – not what’s best for us.  Here’s why:

As an independent firm, we work only for you and our other clients.  There’s no head office in San Francisco, Chicago or New York dictating what our priorities should be.  You are our priority.

As a fee-only practice, we don’t sell any products, or accept commissions, referral fees or other third-party payments.  We’re compensated only by our clients.

As fiduciaries by law (under the 1940 Investment Advisers Act) and by credential (our advisors all hold the Certified Financial Planner™ designation), we have a duty to always act in the best interests of our clients.