Our Mission Statement

Financial planning and wise investments are necessary at every stage of life.  Whether you are a recent college graduate, single or married with children, or a retiree, it's time to put your money to work.  We are committed to a high standard of excellence in all that we do.  We strive to establish a firm relationship of mutual trust and service with each of our clients.

Working with an independent investment firm means that we have no ties to one particular company, service or product.  That means you are our sole focus.   

With our strategic partnerships and National Financial Services (our financial custodian), we have access to over 9,000 individual mutual funds from 255 mutual fund families.  In addition, we work with various investment companies that handle real estate investment trusts, international investing and insurance needs.

Regular reviews of your investment portfolios and good communication provide a strong relationship with our clients.  We become a professional partner as you create your personal goals.