About Us

We counsel clients on key financial issues, leveraging deep industry expertise and using analytical rigor to facilitate informed decisions. As a fee-based registered investment advisor firm, we bring clients an unwavering dedication to furthering their successes, while striving to provide exceptional service.

Our registered investment advisor (RIA-only) practice was founded in 2015.  We offer investment advice and financial planning through Financial Advocates Investment Management (FAIM), a SEC registered investment advisor. FAIM also provides back-office support and compliance oversight.

We are privately owned and focus on serving individuals, families, and businesses in Hawaii and the Western United States.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.


As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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