About

We specialize in the second half of the game of life.

We call this the accumulation phase. In this phase our clients are still building assets for retirement. We make sure they are planning well so they can have the right amount of income to go fishing, travel, spend time with grandkids, and “enjoy the golden years.”

We believe in individualized service.

If you call us, you’ll hear an actual human voice and not a recording; if you visit us, you’ll be greeted by a friendly face at the office as soon as you walk through our doors. You’ll work with a group of individuals that know you and can help guide you.

We believe in silencing the what if’s so you can sleep well at night.

Financial planning topics are often stressful or hard to think about. We know your life circumstances are unique and they deserve a dedicated, personal approach to address your concerns about how life is going to work around your future finances.

We believe in investing in future generations.

We run our business using a multi-generational approach because we value wisdom and relevance. Our interns and assistants on up to our partners and founders all involved on many levels.

We believe in hiring well.

From student interns to senior partners, we’re careful about who we hire and value each member of our team. We look for employees who value trust and respect, who are teachable and not defensive. Personality, skills, and credentials matter to us. Anyone can say they are financial planners, but very few are Certified Financial Planners. Our number of CFPs greatly exceeds the norm.

We believe in developing long-term relationships.

That’s why we have to like our clients and they have to like us. Our clients count on us and we want to continue to help them through all walks of life. Some of our current clients are great-grandchildren of past clients. We have over $470 million in assets under advisement, but our only minimum is that we like working together!