How do our clients describe us?
Trustworthy. Dedicated. Knowledgeable. Objective. Passionate. Caring. Professional.

Trusted Advisor

We develop long-term, collaborative partnerships with our clients. We’ve been doing so for nearly 30 years. As a Trusted Advisor, we’ve earned referrals to work with many of our clients’ friends and colleagues. The highest compliment we receive is a client’s referral to family members. We’re honored to be working with the next generation – many of whom we’ve watched grow up, graduate college, and embark upon their own journey toward Economic Freedom®, as they define it.

Our team of experts approaches your financial and investment strategy from every possible angle because we realize that it’s your future, not anyone else’s. Tell us where you want to be. We’ll show you how to get there. Allow us to earn your trust.

Your wealth management team includes and is supported by financial planners, investment professionals, tax experts, estate attorneys, retirement planning specialists, and 9 thought leaders who sit on our Investment Committee – all within the same firm, working together for your benefit and success.

The end result is coordinated advice, guidance, and education. No matter what life throws your way, we’re here for you to provide the clarity and insight necessary to make the best decisions for your unique circumstances... today, tomorrow, and throughout retirement.