Broker Check

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.

Client Centered

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

Tell Us How We Can Help You Today

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