Why Choose Us?


We are a locally-owned and independent investment advisor. Our allegiance is to our clients, and not to some big-name brokerage firm or insurance company with offices far away. We work for YOU, and we want YOU to do well!


Our advisors are fiduciaries 100% of the time. This means we are required by law to put our client's interests first. We never sell products that pay us a commission. We get paid for our expertise and advice so that we do better when our clients do better!

Local & Accessible

Located on main street in New Prague, we have offices you can visit to meet with one of our advisors. Our hours are 8am - 4pm daily, and someone will answer the phone when you call. No more waiting on hold for the next digital response.

Competitive Rates

Our advisory fees are competitive. We don't have the expensive overhead that the bigger firms do. This means you can get quality financial advice at a very competitive rate while getting to keep more of what is rightfully yours.


Our Services

Retirement Planning

Investment Management

Estate Planning Guidance

Ongoing Financial Advice