We provide financial planning and investment management services. Our mission is to help clients make smart financial decisions throughout their life journey, in order to get the most benefit from their financial resources.We believe that everyone deserves the opportunity to obtain honest, unbiased financial advice. FDI was created in 1999 for that specific purpose --- to provide objective, fee-only financial advice for investors at every level of financial assets. Our founders wanted to open the door to high quality financial services, which was previously closed to everyone but high net worth clients.We work with our clients to make smart financial decisions throughout their life journey, with the goal of helping them get the most benefit from their financial resources. We don't just give people directions on how to reach their financial goals. The plan is the map, but the road is walked together.