Our mission is 'to help free families lead lives of significance'. As a result, we are looking to find like-minded advisors/firms who understand that the WHO of what we do takes priority over the WHAT or even HOW much of what we do. Our vision is for sustained, long term impact on the families and institutions we serve and the team we are honored to serve along side.
We were founded in the early 90's but have only owned the firm outright since 2008. We are a closely held ownership team who have come a long way over the last eight years to do away with as much of the 'silo' mentality that harkens back on the brokerage days of old. We have a common planning and investment approach and work in teams across all of our client relationships.
We'd welcome the chance to meet other firms and advisors that desire to learn more about our model and more importantly, our mission.