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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® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients. The Women’s Choice Award 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 comprehensive review and client survey. For more information, please visit www.womenschoiceaward.com.