We help our clients implement a comprehensive financial plan that is in alignment with their heart, their legacy, their good name. With over 75 years of combined experience in the financial planning industry between the founding partners, our team has helped over 1,000 physicians, dentists, attorneys, and business owners create their personal financial plan.
We implement a comprehensive financial planning EXPERIENCE for highly skilled professionals who are willing to pause their lives and seriously examine their financial position. We believe financial planning is not defined by an academic textbook, a recent magazine tip, a screaming TV personality, or bar graphs and charts. In your EXPERIENCE with our firm, we will seek to understand and know you. You will be asked to address life's important questions which will reveal what makes your heart beat.
Financial planning is living and breathing. It is defined by you and your family's dreams of what you want to accomplish during your lifetime and to the generation(s) behind you. We implement ideas backed by a more than 160-year-old company and we help steady the storms of life through strategies that are firmly rooted. We do this because securing your dreams no matter life's twists and turns is the most important thing to you.