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Practice Areas
Financial Planning
We offer life-focused financial planning, which means that we help you discover how to be more intentional about your life and personal finances. We believe that a rich life is not about how much money one has, but rather the sense of personal fulfillment derived from life's journey.
Portfolio Management
Personal Index Portfolios combine the best features of low-cost indexing, active tax-management and the inclusion of your environmental, social and faith-based views.
Tax Management
We provide active management of taxes, combining tax-loss harvesting and gains deferral in the context of your unique tax budget and asset allocation.
View an estimated tax savings report
Meet our Team
Todd Smurl, CFA
I love helping families build hyper-personalized portfolios, achieving their financial goals, and lowering their taxes. Learn more.
Ryan Firth, CPA/PFS, CFP®
My goal as an advisor is to provide life-focused financial planning for families with a broad range of complexities, whether in or near retirement. Learn more.