Our Approach

At Cypress, it is our goal to build a true partnership with our clients. We aim to create and maintain a “high-touch” relationship, to ensure that we are always working together toward common goals. There is no one-size-fits-all approach at Cypress; each plan is unique and different.

Independent Advisor

Cypress is an independent company with no formal affiliations or partnerships with larger Wall Street institutions. We do not sell any investment products or insurance products—our only responsibility is to our clients, and we serve them exclusively, free from conflicts of interest.


We utilize a “fee-only” approach because we believe it helps us to maintain goals that are aligned with those of our clients. We take no commissions, avoiding bias, and we earn our living solely by giving advice. You’ll never worry about being “on the clock” with us; we’re always there for you.

Individual Attention

Because we are a smaller firm with a limited number of clients and minimal overhead, we are able to provide a very high level of customized service. Our relationships and reputation are vital to our survival, and you therefore receive our full attention. At Cypress, we work together to succeed together.

Constant Contact

To satisfy our relationship focus, we remain in touch with all of our clients constantly. Between semi-annual plan updates, quarterly client letters, and periodic check-ins, you will always know where you stand with us.