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Since 1991, successful business owners, professors, retirees, individuals, and families have partnered with us to establish and maintain their long-term financial goals. As an independent financial planning firm, we solely focus on our clients’ best interests, as we understand every client has unique financial concerns. We’re committed to providing solutions tailored to your individual needs by providing education, coordination, and objective, unbiased advice to best reach your financial goals.


Our world moves at hyper-speed. What was relevant yesterday may not be relevant tomorrow. But one thing that endures is our dynamic relationship with you, our clients—a relationship grounded in experience, our comprehensive services, and socially responsible investing strategies, all focused on the highest ethical standards and ongoing commitment to world-class service. We help create simple and unique solutions for your complex financial issues.
 

The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.  Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.