$110MM AUM | $1.1MM GDC in
Our firm provides comprehensive wealth management to professionals, retirees, business owners, and other clients on a fee-basis. We utilizes a team approach in analyzing and planning investments, cash management, estate plan, risk management, tax mitigation, and retirement. Our goal is the help our clients manage their financial affairs to inspire them to make the right decisions in life.
Our internal mission is to acquire and partner with the right firm(s) to accelerate growth and increase operational efficiencies over the next 10-20 years. Our commitment to technology, and focus on process and procedures has provided a high client touch, high profit margin practice. Salesforce, eMoney, and Orion Advisors are the hub our a clients' digital experience.