Who We Are
A Simpler Life
A Question of Fit
Here's a snapshot of our firm
Investment licensed for over 25 years.
Take a team approach in building financial plans and investment strategies.
aspects of client’s financial life to assist in creating a specific plan – investments, insurances, taxes, debt, cash flow.
Utilize a strategy called Values Based Financial Planning to help our clients focus on the more important things in life, not just focusing on their money.
Being an independent Registered Investment Advisor we can offer a myriad of investment products such as: Stocks, Bonds, Mutual Funds, ETF’s, Banking Instruments, and more.
We build and implement financial plans to help clients achieve results.
All investments are held by NFS (National Financial Services), which is a division of Fidelity and which currently has $1.7 trillion in assets under management. (AUM as of 2013)
Through our affiliation with Triad Advisors, LLC. (our broker dealer) we are able to leverage the resources of private money managers, trust administration, and investment research.
Take a fee-based only approach on all investments. We are paid to provide counsel, not to sell investments products.
We meet with clients at least 3 times a year to review accounts, track progress, and take into account any changes to their financial plan. Clients receive monthly statements for all accounts.
Work hand-in-hand with attorneys and CPA’s to maximize client value and to ensure all financial aspects are working in tandem.