Overview

We are a financial planning firm that spends the time with our clients to really know them and to address their varying needs. I am a CFP (Certified Financial Planner) and my partner who's been with me for 15 years is a CAP (Certified Advisor in Philanthropy). In the quarter century I have been in this industry we have earned many clients who have been with us for 15+ years because we do what we say we're going to do and we realize that our clients do not care about how much we know until they first know how much we care. We use an investment management system that has successfully managed every recession since the 1980's.

Market
Advisor/RIA
Last Activity
this week

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