We work best with individuals (and families) who are proactive about planning for their financial future, are genuinely looking for professional guidance, and are committed to working with a trusted advisor. If you can relate to any of the statements below–we should talk:
- You’ve worked hard to achieve what you have so far.
- You want to manage your money in a way that’s improving your life.
- You’d rather be spending time on other things than managing your money.
- You’re transitioning from accumulation to distribution and need to ensure you’re on track.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Collabria Capital, Inc. is a registered investment advisor. Collabria and Dimensional are not affiliated.
Video content is presented under permission from Dimensional (DFA).