Our Approach


We believe.

  • We are a group that believes academic rigor can solve financial planning problems better than a financial salesperson can.

  • We believe that a financial plan is the basis for all financial decisions.

  • We believe that logic, not emotion, should drive MOST financial decisions.

  • We believe that every family’s financial plan will likely be different. It’s our job to help select the proper plan and manage the decision making/behavior. 

  • We believe that holistic financial planning, not investments, creates long term success.

We Serve.

The Sum serves high net worth families and individuals. Our expertise is transition planning with a specific focus on retirement income planning. Given our background, we have extensive experience with clients from Fortune 500 companies and are knowledgeable in their benefit plans. We believe that retirement income planning begins 5 to 10 years before retirement. We are CFP® practitioners, so we’re versed in all walks of financial planning and we’re currently walking it ourselves.

If you’re interested in how we can serve you, we’d love the opportunity to visit.
The coffee is on us.

Ask yourself.

  • Have you ever felt like a number at a large firm?

  • Do you get the proactive attention you deserve?

  • Do you know what proactive attention is?

  • Do you know what you’re paying?

  • Are you receiving value for what you’re paying?

We are committed to help change your experience and ensure that your Wealth Management ‘Adds Up’.