facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Work With Us

Why Choose NCM?

We are fee-only, independent and completely unbiased in our financial advice; there are no conflicts of interest.

We offer personalized advisory services in developing a financial plan that meets each client’s situation; we are NOT a “one-size-fits-all” advisor.

We build long term trusting relationships with our clients: This client-advisor relationship is crucial for long term success- especially during the inevitable downturns in the markets. 

We are fiduciaries - we are held to a higher standard than most advisors. This is an extremely important differentiator between us and most advisors.

We have vast experience in portfolio construction, including retirement, education and estate planning, as well as various tax strategies.

As an independent firm, we recognize that the safety of our client assets is paramount. We regard choosing the right custodian as one of our top responsibilities as a fiduciary to our clients. As such, we are proud that all NCM client investments are held with Fidelity Institutional Wealth Services*, one of the top clearing firms in the U.S.

*All client accounts can be monitored and reviewed any time via online access, while account holders will also receive account statements directly from Fidelity on a monthly basis.

Schedule an Introductory Phone Call