Broker Check

We help you make smart choices about...

Wealth
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Taxes
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Is my retirement on the right track?

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Who We Are
Our Values

ACCOUNTABLE
WE ARE ACCOUNTABLE
We are committed to building accountable and longstanding relationships. We are transparent and tell our clients exactly what they can expect from us as their wealth and tax advisors.

INDEPENDENT
WE ARE INDEPENDENT
We are a boutique, privately owned, independent firm, beholden to our clients.

COMMUNITY MINDED
WE ARE COMMUNITY MINDED
We are blessed to support numerous non-profit charities by giving of our time, talent, and treasures.

FIDUCIARY INTEGRITY
WE DO THE RIGHT THING
As Fiduciaries, we act with integrity and put our clients first.

LONG TERM PLANNING
WE THINK FOR THE LONG-TERM
We engage in a thoughtful decision-making process and believe that time tested core principles should drive our actions.

EXCELLENCE
WE STRIVE FOR EXCELLENCE
We make the extra effort, practice continuous improvement, and stay sharp by ongoing education, training, and mentoring.
ABOUT US
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Partners
Our strategic alliances.