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Practice Areas
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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.
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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.
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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.