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Who we are

CSS Financial is a source for helping you get on a path to reach your financial goals – even if you’re just starting off and have minimal savings.

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We can help educate you on financial management and investing (and even household budgeting and taxes), as well as guide you in setting up investments − based on what you feel that you need. 

We are here to help you learn basic investing and financial management skills that you may have realized you should have paid attention to in high school (or skipped entirely). Since we do not charge commissions and partner strictly with low-fee investment management firms (like Vanguard), we can also help you avoid unnecessarily paying fees for services that you may not even realize you’re paying. We charge a flat hourly rate for our service (with a minimum charge of only one hour) and no hidden or added fees or other costs (current fees are listed in the fees section provided upon request).