Who We Are
Experience. Professionalism. Independence.
With more than 90 years of combined financial industry experience, we understand how important it is to preserve your wealth for the people you love. We have the knowledge to help you with all your estate planning, asset allocation, and retirement planning needs.
Our advisors are committed to practicing with the highest degree of integrity and ethics. Their professional accomplishments include the Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF) designations.
As an independent firm, we have no proprietary products to sell or sales quotas to meet, which gives you the freedom to select from a broad array of investments products. We are supported by LPL Financial, the nation’s largest independent broker/dealer.* This relationship gives us access to extensive, objective research, plus leading tools, technology and resources that enable us to offer you objective advice and investment recommendations.
*As reported by Financial Planning magazine, June 1996–2016, based on total revenue.