How are you different from a big firm, a bank, or a robo-advisor?

A robo-advisor gives you an automated portfolio and little else. A bank or a large national brokerage firm often means a rotating team and getting passed between departments. I am one person who knows your whole situation, takes on a deliberately small number of families, and stays with you through the decisions that actually matter. I also spent years inside the large firms, so I know what they do well and where they leave people on their own.