Why Choose Us

  • We are an independent advisor. Our allegiance is to our clients, not to some big-name brokerage or insurance company. We work for YOU.
  • We are a Registered Investment Advisor who is obligated to act in a fiduciary manner.  This means it is our responsibility to put our client's interests ahead of our own.
  • We offer both financial planning and investments within a boutique-type office setting.  We are open M-F from 8am-4pm, so when you call or stop by our office, someone will be  there to assist.
  • We provide custom built managed accounts with investments designed specifically for YOU and YOUR goals, not some canned computer approach that everyone gets.
  • Our advisory fees are structured so that when you do better, we do better.
  • We offer competitive fee rates because we don't have the heavy overhead of the big firms. This means YOU get to keep more of what is YOURS. Isn't that the way it should be? Call or email us to get started.

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