The vision for NCM was developed over Nick’s extensive career in the financial services industry. During this time, Nick came to realize that he wanted to serve his clients in a different way. Nick wanted to create a business model that encompassed his core beliefs:

To build long-term relationships by offering superior, cost-effective and unbiased financial planning and investment advice, while providing outstanding personal attention and service at all times.

Our core elements to financial planning success: 

Trust

We are a fiduciary to every client, placing client interests above all else.

Independence

Only an independent company can be truly “product neutral” and unbiased.

Client uniqueness

As a boutique firm, we are able to personalize financial plans and customize advice for each client’s own unique situation.

Fee-only

NCM clients are charged by the amount of assets, NOT by commissions for every transaction. Our interests are completely aligned with those of our clients.