We are an independent, family-owned, financial planning firm practicing since 1979. As one of NEO's largest RIA firms, we manage north of $350M directly on an independent, third-party platform. Our CFP® practitioners serve a variety of clients from business owners, corporate and sales executives, health care professionals, divorced and widowed spouses, to teachers and retirees. Our role is to help clients make educated decisions about their priorities and goals, lighting a path to get there.
We believe our authenticity, longevity and duty to our clients matches well with our founder's words of wisdom, "We do not simply manage money, we partner with clients to build and sustain their wealth."
We have over 60 years of CFP® practitioner investing and financial planning experience. Our staff includes four CFP®s and one CFP® candidate working alongside 6 support staff. Our team is dedicated to providing superior client service through a collaborative effort.
Many of our families have been with us since our humble beginnings. Our relationships transcend multiple generations and has provided a wealth of inter-generational families who we continue to serve. With client turnover below 2% annually, we strive to build long-term relationships that last for decades.
Invest like a business owner, strategic and long-term oriented. Know your history and do not repeat the mistakes of the past. We believe that markets are emotional, human creations that can be invested in prudently by diversifying markets, asset classes, managers and durations by actively rebalancing portfolios in times of volatility. By maintaining a value investing bias, we intend to avoid overvalued investments and strive to avoid catastrophic losses. As the great value investor Warren Buffett said, "Be fearful when others are greedy, and greedy when others are fearful."