A Committed Team of Experts
We pride ourselves on a tightly-knit and academically diverse team of investment and financial planning professionals with broad experience and expertise.
We are committed to providing you with effective, personalized investment solutions, comprehensive financial planning advice on an as-needed basis, and a service based on absolute trust and integrity.
Certified Professionals at your Disposal
Our team includes CFP® professionals who have specializations in areas such as estate planning, special needs planning, and divorce planning. Additionally, we have professionals who hold the Certified Investment Management Analyst® (CIMA®) certification and Chartered Financial Analyst® (CFA®) designation.
We believe the best way to build a relationship of trust is through regular contact with clients. Our team of client service specialists, portfolio managers, and financial planning professionals is always available for assistance.
What sets us apart
Experienced team of employee owners
with broad expertise
Committed to building
relationships of trust
