Approach

Any financial journey is complex and requires you to make sound decisions along the way.

Our approach is steeped in proven behavioral science research. We help people avoid common errors like overly concentrated positions, too little protection from risk, or reacting too quickly (or too slowly) to changing circumstances. Whether it's cash flow planning, retirement planning, tax planning, estate planning, investment planning, or risk management, Mindful is here to help you reach your destination. As a fiduciary, we hold ourselves to the highest ethical standards to ensure the advice you receive is in your best interests, not ours.

Before setting out on any journey, you need to know where you're going.

First, we collaborate with you to uncover where you are and where you want to go. Next, we create a path to get you there. We walk alongside you every step of the way. We anticipate and react to varying conditions, changing destinations, and a host of other factors. Helping you make the best decisions along your financial journey is what we do.

Financial markets are complex and powerful.

We optimize portfolios based on decades of research to harness the market’s power and propel you along your journey. We help you realize successful investing outcomes by limiting common mistakes like high costs, illiquid investments, speculation, and market timing. With low costs, disciplined diversification, and a measure of patience, you’ll be on your way to your desired destination.