Investment Management
Investment Management
How important is choosing the right advisor to your finances? Critical. We believe this one decision that quite literally could make or break your future plans.

Competence & Experience
- Over 20 years of self-employed practice in the same town
- Independent
- Certified Financial PlannerTM
- Fiduciary
- Trades with full discretion
Availability & Consistency
- Local office (not available for walk in…but equipped with sufficient support staff to address your needs with a call or email…or help schedule an appointment to get you in quickly)
- Not a musical chairs rotation of advisors who are assigned to your account, but a lasting relationship with an independent advisor
Structure of fees
- Fiduciary
- Menu of options for the most suitable pricing method