Who We Are
The Sum is a group of highly motivated CERTIFIED FINANCIAL PLANNER™* practitioners. We are passionate about doing things the right way for our clients, always looking out for their best interests the same way we look out for our own families. We have successful industry and academic experience, and we are deeply committed to continually raising the bar for our clients.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Who We Aren’t
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The Sum is not a group that gets paid on commissions.
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We do not have products to sell you.
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We avoid conflicts in our advice.
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We do not receive compensation from anyone but our clients.
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We do not share fees with other professionals.
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We do not operate on high volume.
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Most importantly, we are not willing to change these things.