Founded in 1994, our trusted team has 58 years of combined experience providing financial planning and investment management services. Our staff includes team members that are Certified Financial Planners, Registered Para Planners, MBA’s, Notaries and more. Our sole focus is to use our professional expertise to help our clients make great financial and investment decisions. We regularly adopt top of the line technology to serve our clients seamlessly - in person, online and virtually. Continually improving the way we serve and care for our clients is central to our company culture.
Our financial planning process considers all aspects of a clients’ financial lives – all assets, liabilities, investments, insurance coverages, business interests, tax issues, estate plans and more. This holistic approach leaves no stone unturned as we seek to insure that all of our clients financial affairs are in order and structured to help achieve the best results possible for each client. We are not solely investment managers, though over 95% of our clients hire us to manage investment assets. We are comprehensive wealth managers and work with clients that are seeking this type of holistic approach to managing their overall finances.
We hold ourselves to a fiduciary standard, a duty of loyalty and care. We simply put our client's interests above our own. We are a fee-only financial advisor so that means there are no hidden commissions or fees in financial products we recommend. We do not receive additional compensation when you buy or sell any financial products we may recommend.
Our staff of five works with every client, on an ongoing basis, to help them achieve their goals over time. Our goal is to provide every client with personalized financial advice, tailored to their specific needs, goals, and circumstances.