Merrithew & Thorsten

Merrithew & Thorsten are a «fee-​only» financial planning group. What that means is that they aren’t commission based (thank goodness — I’ve been nickel & dime’d by those types before) they only make money on the money you have invested with them, so if your portfolio value goes down, so does their fee. I guess it gives them extra incentive to «grow» your account.
Les is a CPA & does life planning financial work. He’s the chatty one. His partner Brandon does investment planning and is the not so chatty one. Its a good mix when you’re going in to meet them.
I was pleasantly surprised by their on target planning and investment strategies. My accounts have grown even in a crummy market. I even did the whole, ok — I’ll put some money with you & the same amount with someone else & then I’ll do my own thing & see who does best. I hate to say, they totally left me in the dust with my accounts & Fidelity didn’t hold up too well against them either.
All in all a good firm.