Our Profile

Here's a snapshot of our firm

• Investment licensed for over 25 years.
• Take a team approach in building financial plans and investment strategies.
• Look at all aspects of client’s financial life to assist in creating a specific plan – investments, insurances, taxes, debt, cash flow.
• Utilize a strategy called Values Based Financial Planning to help our clients focus on the more important things in life, not just focusing on their money.
• Being an independent Registered Investment Advisor we can offer a myriad of investment products such as: Stocks, Bonds, Mutual Funds, ETF’s, Banking Instruments, and more.
• We build and implement financial plans to help clients achieve results.
• All investments are held by NFS (National Financial Services), which is a division of Fidelity and which currently has $1.7 trillion in assets under management. (AUM as of 2013)
• Through our affiliation with Triad Advisors, LLC. (our broker dealer) we are able to leverage the resources of private money managers, trust administration, and investment research.
• Take a fee-based only approach on all investments. We are paid to provide counsel, not to sell investments products.
• We meet with clients at least 3 times a year to review accounts, track progress, and take into account any changes to their financial plan. Clients receive monthly statements for all accounts.
• Work hand-in-hand with attorneys and CPA’s to maximize client value and to ensure all financial aspects are working in tandem.