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Our Mission

To listen to your personal values and goals - recognizing that each client is unique. 

To offer an uncommon level of service and support to each client.

To educate on how money works and what can be done to get ahead.

To be a resource for overcoming difficult situations that we find ourselves in. We understand the challenges families face today.

To encourage philanthropy and giving-back in a way that's strategic.

To think outside the box and not be afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

To develop, implement and monitor financial strategies that help you accomplish what's most important to you.

Our Approach

Comprehensive Financial Planning - Fee-based advice on every aspect of your financial life. Utilizing the technology of eMoney to review, track and plan based on each client’s unique priorities

Fiduciary Standard of Care - As Investment Advisor Representatives, we adhere to a fiduciary standard of care, with a professional and ethical obligation to put the interests of our clients first

Long-Term Relationships – Serving a limited number of clients so we can provide a high standard of service

Independent Wealth Management – The freedom to create tailored investment portfolios that are fee-based

Coordinating Advisors – Connecting clients with a team of professionals such as an attorney, CPA, insurance agent, etc.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
Why do Renters Have to Save More?

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

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