Our team of financial planners bring expertise, knowledge, and credentials to create a personalized financial roadmap.
We provide quality advice to deliver peace of mind and build confidence with integrated strategies that elevate and address the multiple dimensions of your financial life.
Finding the right financial partner is hard. Our financial planners really do work as a team – we collaborate on your behalf to bring our diverse skills, knowledge, and expertise to identify the right solutions for you – and this makes us different.
We work to understand you. Financial planning is about more than money. It’s about your goals – whether it’s wealth or health – and how to realize them for you, your family, or your business. We take the time to learn about your personal and financial objectives and partner with you to develop a personalized roadmap to realize your potential – and this makes us different.
Our credentials go beyond the CFP to include specialized knowledge and expertise in areas including corporate structure analysis, tax and estate planning, and divorce financial analysis – and this makes us different.
You are unique and your financial plan should be, too. We personalize financial plans with you to help guide strategic long-term decisions that manage life’s transitions, minimize tax, and mitigate risk while building wealth – and this makes us different.
As independent financial professionals, you are our client. We are not influenced, owned, or limited by any investment or insurance company, so we can focus on you – and this makes us different.
We focus on building long-term relationships to navigate your life transitions rather than just selling you a transactional solution. Our financial planning team is intentionally diverse to meet our commitments to you – and this makes us different.
Chartered Life Underwriter (CLU®)
Bachelor of Business Administration (BBA)
Certified Divorce Financial Analyst (CDFA®)
Trust and Estate Practitioner (TEP)
Master of Business Administration (MBA)
Chartered Financial Divorce Specialist (CFDS™)
Chartered Investment Manager (CIM®)
Certified Financial Planner (CFP®)
Master of Laws (LLM) in Taxation
Master of Arts (MA)
We don’t do everything. There will be times you need legal, accounting, or other professional advice. If needed, we can collaborate with your professional team or we can partner with a network of trusted and qualified professionals who can offer you advice that compliments our work together.
If you’re looking for the right professional partner, take the next step to learn more about us.
