BAM ALLIANCE – We are proud to be a member of one of the largest groups of independent advisors in the United States, a foundation of ongoing support and resources fueling our ability to serve you as an indispensible strategic partner. The BAM ALLIANCE is a destination of ideas, insights and intelligence that enables you to make better decisions about your future. It is instant access to the expertise, instruments and ongoing education that helps you accomplish your most important goals.
National Association of Professional Financial Advisors (NAPFA) – Monica Jennings is a NAPFA-registered financial advisor. NAPFA is the country’s leading professional association of fee-only advisors committed to working in the best interests of those they serve.
Fund Managers – The core of our clients’ portfolios are typically comprised of funds from select fund management companies Dimensional Fund Advisors and Bridgeway Capital Management. However, as our clients’ fee-only, fiduciary advocate, we receive no third-party compensation for recommending one investment over another. Whenever we feel a different investment is in your highest interest, we will recommend it.
Account Custodian – Your assets are held in an account in your name at Fidelity Investments, from whom you’ll receive independent monthly statements so you can keep an eye on your personal assets and account activity.