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Why Us?

Today, many professionals identify themselves as financial advisors despite their wide spectrum of services and experience. Unfortunately, the process of evaluating and hiring the right advisor for you can be challenging in and of itself on top of embarking into an unfamiliar world. Who is looking out for you? What should you be looking for? How do you evaluate and select an advisor?

  • Investment Management

  • Retirement Planning

  • Income Planning

  • Qualified Plan Consulting

  • Business Transition

  • Generational Planning

  • Education Planning

  • Tax Strategies

  • Financial Reporting

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SERVICES

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EXPERIENCE

Our team has 60+ years of combined experience providing individuals and businesses with various investment management and consulting services

CERTIFICATIONS

We are committed to excellence and continued professional development. Each of the following designations represents a significant professional achievement and a higher level of knowledge and skill for the benefit of our clients.

  • CFA®

  • CPWA®

  • AIF®

  • CRPC®

CPD, continuing professional development symbol. Books with words CPD, continuing professi
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ALIGNED INTERESTS

We are an independent advisory firm with a "fee-only" approach which aligns our interests with yours. There are no hidden charges, product biases, or conflicting motivations with the services and advice we provide.