Self-Directed Brokerage Accounts

Strategic Self-Direction, Professional Support

You steer the investment path — we provide insight to keep your strategy sharp and effective.

Get Started With Your SDBA Why an SDBA?
You Stay in Control Professional Guidance Personalized Strategy Year-Round Support
A Different Conversation

Remember your first day at your company?

A financial advisor helped you enroll in your employer's plan — and that was the last time you saw them. Years have probably passed since. Now you can have a financial advisor working for you, not your employer.

Read the full story →
A familiar story

The advisor on your first day worked for your employer — not you

01

Day One

Do you remember your first day at your company? A financial advisor helped you enroll in your employer's plan — and that's the last time you saw that advisor.

02

The Years In Between

How many years ago was that? Have you been making paycheck deductions without instructions all these years — hoping your selections still make sense?

03

The Difference Now

The financial advisor who helped you on your first day represents your employer. Now you can get a financial advisor, too — one who works for you.

The funny thing about the self-directed brokerage account is that there's often not much "self-directing" about it. You get a financial advisor to direct your money — strategically, deliberately, with your goals at the center.
A two-minute explanation

How an SDBA changes what your retirement plan can do for you

Our services include (and more)

From day-to-day decisions to big-picture planning

We're here to help keep every part of your financial life moving in the right direction — not just the dollars inside your employer's plan.

Personalized Portfolio Management

Ongoing, hands-on management designed to keep your investments working toward your goals.

Regular Reviews & Year-Round Support

Annual check-ins plus ongoing guidance whenever you need it.

Risk & Comfort in Balance

We align your portfolio with your comfort level, so you can grow with confidence — without feeling like you're on a financial roller coaster.

Holistic Guidance Beyond Investments

From insurance and education funding to long-term strategies and everyday financial questions, your advisor is here to help you see the bigger picture and pursue your goals with clarity.

Get started

Bring an advisor into your retirement plan

Tell us a little about your situation and we'll be in touch within one business day. No obligation — just a clear next step.

Free initial conversation
Review of your current plan
Clear path forward, in plain English
No pitch, no pressure
Get Started
Prefer to talk first?

Have a quick conversation before filling out anything

If you'd rather start with a short call than a form, that works too. We'll listen, answer questions, and outline what coming on board as a client could look like.

Schedule a Conversation Ask a Question First