General Philosophy

Our clients come first. We will do the right thing, at the right time, in the right way, for the right reasons—providing trusted, independent advice and exceptional service. It's our job to help you figure out how to get there from here.

Our investment philosophy applies comprehensive, coordinated financial planning concepts, products, and services with strategies aimed toward wealth accumulation, management, preservation, and transfer.

We are held to a fiduciary standard of care: a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is required to act in your best interest.

No matter what your stage in life or business, as CFP® professionals, we can help you map out your journey to a healthy financial future. We consider all aspects of your financial situation as we develop your personal financial plan, and this helps you see the big picture and set long- and short-term life goals.

Most people think all financial planners are “certified,” but this isn't true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification trademark, which represents a high level of competency, ethics, and professionalism.

In today's uncertain economy and with an overwhelming number of options for saving and investing, managing your finances can be difficult, and financial planning has become increasingly important. When you have a strategy and a financial plan, it's easier to make financial decisions and stay on track.