OUR ALLIANCES

Dimensional Fund Advisors (DFA) - dfaus.com
DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.

BAM Advisor Services (BAM) - bamadvisor.com
BAM Advisor Services works with independent Registered Investment Advisor firms who share a common approach to achieve the highest standard of client service in starting, building and managing their organizations.

Schwab Institutional
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

Fidelity Investments - fidelity.com
Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
 
TD Ameritrade
TD Ameritrade is custodian to accounts we manage on your behalf.  While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

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Capital WealthCare Advisors: a fee-only wealth management firm offering investment management services to individuals, families, professionals, small business owners, retirement plans and non-profits.

Capital WealthCare Advisors, Capital Wealth Care, Kedre Mellor, 401k plans, NAPFA, Wichita Kansas, Dimensional Fund Advisors, Fee-only, Fee-based, Wealth management

Capital Wealthcare Advisors:A Trusted Advisor