Our Beliefs

The mission of Method Finance is to help people make better financial decisions. Our work is guided by a set of beliefs that we hope improves client returns, raises our level of service, and deepens our relationships with our clients.


Financial advisors should provide objective, accessible advice
Everyone deserves the opportunity to achieve their financial goals.
With low minimums for our investment management services ($100,000), Method makes quality advice accessible.
Financial advice is all too frequently encumbered by conflicts of interest
We are a fee-only fiduciary advisor. We do not receive a fee or other compensation from another party based on the referral of a client or the client’s business. See Our Fees for more information.
Investments, financial products, and management strategies should be selected by clients, not sold to them.
We make every effort to ensure our advice is objective and unbiased. It’s a central tenet of our role as fiduciaries.

Building and maintaining strong client relationships should be an advisor’s top priority
Client relationships should be treated the same way as investments: with care and a focus on the long-term.
We have done our best to align our interests with yours. We aim to build life-long relationships, and we recognize your trust in us is our single greatest asset.
Money should enable life’s pursuits, not become life’s pursuit.
By providing clients with a partner who is 100 percent focused on their finances, Method Finance enables clients to enjoy the aspects of life that are most important to them.
Too much emphasis is put on investment results, and not enough on investment processes.
A key metric of our success is the degree to which clients understand, trust, and can therefore adhere to, their financial plan.

Financial advisors should be dedicated to educating and empowering their clients
A strong foundation in personal finance is worth more than a “hot” stock tip.
Our clients get access to a proprietary framework that clearly outlines the impact of all financial decisions made today on their long-term goals.
Emotion can get in the way of financial success.*
We prepare our clients for the inevitable risks and volatility of investing by focusing on client education and the transparency of our process.
Financial illiteracy should never be preyed upon.
We believe our industry allocates too much capital to marketing financial products, and too little educating consumers.** Please contact us if you would be interested in an educational seminar.
* The average investor earned a 2.1% annual return over the 20-year period ending 12/31/11 vs. the S&P 500’s 7.8% annual return and the Barclays Capital Aggregate Bond Index 6.5% annual return.