FINANCIAL PLANNING +
INVESTMENT MANAGEMENT

Tailored advice & Customized services

PLAN WELL.  INVEST WISELY.  

We give you the knowledge and freedom to act and think differently.  

For Individuals & Families

Financial Planning

Financial Planning

We provide tailored financial advice to each of our clients. In our comprehensive and holistic financial planning process, we explore all aspects of your financial picture and use what is discovered to build an active, living, breathing financial plan that guides all current and future financial and investment decisions.

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Investment Management

Investment Management

We provide customized investment management services for our clients. Using what we discovered in the financial planning process, we select investments that achieve the proper balance and diversification needed to meet their goals and objectives. We also monitoring and processing cash flows as necessary.

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Special Needs Planning

Special Needs Planning

We work with families whose greatest concerns are preserving and expanding the quality of life for a loved one with a disability. We strive to guide our clients through a careful and compassionate decision-making process that helps them identify and clarify important aspects about their child’s future. We serve our clients so that their family members and loved ones can thrive.

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For Businesses & Non-Profits

Qualified Plans

Qualified Plans

We work with business owners and human resource professionals to serve as the investment advisor and co-fiduciary to their qualified plans. We help our clients uphold their fiduciary responsibility, which is to ensure the quality, cost effectiveness and proper diversification of the investment options within the plan.

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Investment Management

Investment Management

We provide customized investment management services for our clients. Using what we discovered in the financial planning process, we select investments that achieve the proper balance and diversification needed to meet their goals and objectives. We also monitoring and processing cash flows as n

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Charitable Foundation & Endowment Services

Charitable Foundation & Endowment Services

We offer tailored financial advice and investment management services to endowments, charitable foundations, non-profit organizations, families, and churches. We believe a carefully planned foundation or endowment can shape future generations with ever-increasing impact, changing lives and bringing dreams into reality.

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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!
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Many investment firms start with a risk questionnaire and then “set and forget” your investments based on some predetermined formula.  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.

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Our Planning Philosophy

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

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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.

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Find Out if Together, We are a Perfect Fit

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