Our business focuses on Values Based Financial Planning, helping our clients put their entire financial lives in perfect working order so that no matter what happens in the markets, the economy or their world they have the highest probability of reaching their goals. We do this by empowering our dedicated team of professionals to serve our clients in valuable, proactive ways - not just responding to their calls and questions but anticipating what they will need. My whole career (nearly 30 years) I have acted as a fiduciary and we embrace our duty of client loyalty every day.

We have goals to grow our firm both by selectively adding new clients by referral and by acquisitions. We are experienced with acquisitions having purchased a large local LPL practice. We are open to discussions with advisors who want to sell and stay a while as well as advisors who are ready to sell and leave more quickly.

Last Activity
6 months or more

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