Family owned and independent.
We work for you, not a large corporation, and the partners in our firm are all advisors. Decisions are made locally and collaboratively by people who live in the communities they serve.
We are not motivated by the selling of products unnecessary to you. We are bound ethically, by the legal fiduciary standard, to act in your best interest. Instead of fitting you into products or services, our passion is providing education that empowers you.
Taking the time to cultivate long lasting relationships with you is our priority. In this relationship, we commit to being available, involved and proactive with your financial goals.
You take time and care choosing a physician you trust and we believe that same philosophy should be applied when choosing a financial advisor. We don’t take that lightly and we pursue education relentlessly. With over 40 years of combined experience, and education above industry standard, our team holds four CERTIFIED FINANCIAL PLANNER™ designations and four Chartered Financial Consultant® designations.
We don’t want you to be a client for a year or two, we want you to be a client for a lifetime.