Your Expert Team

We use our extensive personal and professional experience in all areas of investment planning and selection to help pursue our client’s goals.
Collectively, our expert team has been working with individual investors for over 100 years.
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Client Centered Focus

We are an independently owned financial advisory practice with a singular-focus to meet and exceed the needs of our clients. It is our passion. It is all that we do.

Our success is determined by how well we meet this objective. We are not tied to the products or goals of any other entity, or compensated, other than by our clientele. We are committed solely to the client, not competing interests. We believe our client relationships go beyond money. Many of our clients come to us through referrals from satisfied clients and other professionals.