Our story begins in 1999 with a mother and her daughter wanting to offer their clients something different: a wealth management firm where relationships matter and clients’ needs come before all else.
Today, we are an established, independent, employee-owned financial advisor with an unwavering commitment to our clients and their assets.
Our team is a group of smart, energetic individuals motivated to help you make the most of your finances.
As financial advisors, we believe our job is to provide a comfortable space for our clients to learn and have the tough conversations necessary to achieve their financial goals.Meet the Whole Team
What We Offer
As an independent, fee-only financial advisor, we aren’t incentivized to recommend specific types of investments and are free to design a low-cost investment strategy targeted to your specific vision for the future.
We believe your investment strategy should reflect your financial goals which is why our financial planning services are included in our investment management fee.