PLAN WELL.  INVEST WISELY.  

WE OFFER OUR CLIENTS A TAILORED & UNIQUE APPROACH
and we give you the knowledge and freedom to act and think differently.

OUR BUSINESS & QUALIFIED PLAN CLIENTS INCLUDE:

Investment Management for Businesses & Non-Profits

Investment Management for Businesses & Non-Profits

Learn more
Qualified Plans for Self-Employed, Sole Proprietorship & Partnerships

Qualified Plans for Self-Employed, Sole Proprietorship & Partnerships

Learn more
Qualified Plans for Corporations

Qualified Plans for Corporations

Learn more
Qualified Plans for Tax-Exempt Organizations

Qualified Plans for Tax-Exempt Organizations

Learn more

WE HELP YOU ACT AND THINK DIFFERENTLY

You are a smart and independent individual, with a focus on your successful future.
The financial firm you work with, giving you guidance and direction along the way, should be the same.  
As a totally Independent Registered Investment Advisor, we have no ties to some big financial institution who calls the shots.  
You do and you're our boss!
______

Rather than focusing on products, we start by focusing on you and your goals, and we give you the professional guidance and direction you need to achieve them.  Importantly, this is the beginning of a lifelong process of reevaluating and tweaking, as your goals and aspirations evolve and change.

Our 100% Independence

We are an independent Registered Investment Advisor (RIA) firm.  This affords our clients the freedom, knowledge and tools they need to go beyond what they think or dream possible.

Learn more

Our Paradigm Shift Investing Philosophy

We marry financial planning and investment management with Paradigm Shift Investing. 

Learn more

Our Fee-Only Philosophy

There are many important distinctions to consider when selecting who you will trust with your financial future. How a financial professional is compensated should be one of them.

Learn more

LEARN MORE

Find Your Perfect Fit

Thank you!
Oops!