Our Advantage

We are a client-centered financial advisory practice. Whether it is gathering and communicating the information you need or simply returning phone calls promptly, we treat you the way we wish to be treated, with respect, professionalism, and timeliness.

Your Best Interests Come First

Choosing someone to become involved with your personal and business finances is a matter of ultimate trust. You may be assured that we will work for you, in the same manner, we would work for ourselves and our families. Working to achieve your financial objectives is our single most important duty.

Planning First

We ask a lot of questions. We do this because it is vitally important for us to fully understand your entire current financial situation. We need to appreciate your tolerance for risk, understand your values and standards, and learn of any fears you may have regarding financial uncertainty. Only then will we begin to develop your Financial Strategy to achieve your short and mid-term goals, as well as long-range objectives.

Creative, Open-Minded Thinking

Each client is unique, with a distinctive set of circumstances and requirements. You can expect that the strategy we develop for you will be focused on your specific needs, circumstances, and objectives.

A Wealth of Experience and Professional Expertise

We bring a wealth of personal and business experience to the planning process. The firm’s intellectual resources are enhanced by its relationships with other premier independent firms across the nation and through our broker-dealer. You will enjoy the highly personal service and individual attention of a small independent firm with the capabilities of a large national entity.