Navigating a clear course toward your financial security.

Who We Are

Employees of Three Bearings Fiduciary Advisors come from various educational and experiential backgrounds.  Besides providing our clients with a concierge level of service, we are also parents and grandparents, volunteers for non-profit entities, and actively involved citizens in our communities. We draw on these experiences to provide our clients with a deeper understanding of financial matters at each stage of life and in each unique situation. In other words, we practice what we preach to our clients: True happiness comes from giving back more to society than we are receiving.

Our employees are held to these high standards of conduct:

We use state-of-the-art technology to support our clients’ needs and to communicate effectively and frequently with our clients.

Navigating a Clear Course

"Three Bearings" is a navigational reference and it symbolizes the long-term nature of our financial planning work.  We need to get a fix on where you are today (your net worth statement), we learn about your goals (the destination) and we chart a course to get you there (a cash flow statement that includes income, savings, and expense components).  As the journey progresses, we help you with mid-course corrections to counter currents that take you off course.

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