Broker Check

Mission Statement

Our firm has the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today. Our commitment is to utilize all of our resources to help you pursue your goals.

Professionalism, knowledge gained from years of experience, integrity and honesty are needed to make the best investment decisions possible at any given time. As independent fee-only investment advisors and CFP® professionals we act as a fiduciary for our clients; working in and for your best interests.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and efforts are focused on you, the client and your satisfaction.