Save Money Be Happy exists today to help its clients achieve their financial goals in a transparent setting, void of conflict of interests and hidden agendas.

The advisors at Save Money Be Happy do this by signing a fiduciary oath, staying sharp in their technical skills, and working together in the best interest of the client.

Our  philosophy is driven by decades of academic research. We don’t pick hot stocks, we don’t try to outguess the market and we don’t believe in “get rich quick” schemes.

Instead, we embrace fundamental truths that can withstand the test of time.

We then apply these truths to every portfolio we manage to control investment risk and capture predictable returns.