Pursue Your Financial Clarity

Financial planning and asset management that can give you the freedom to do what you love.

Serving Your Best Interests

As an independently owned firm, we are committed to providing financial planning services while striving to avoid conflicts of interest often present in the financial services profession. We have no hidden costs and no commissions. We are paid by an assets under management fee that covers all financial planning, consultations, transaction costs, and account fees.

We don’t solicit business so we can remain focused on taking care of our clients. We are a financial services firm that serves our clients with full transparency and integrity.

Your Trusted Guide

We’re a local, family-owned financial services firm with a long history dating back to our founders’ more than 45 years of financial industry experience. We are supported by the award-winning efforts of Cambridge Investment Research, which we rely on for its advanced planning and investment research capabilities.

See Our Story

In-Depth Financial Planning

Our in-depth, personalized financial planning process is the core of all we do. It guides us on how to invest your assets, plan for your retirement, find the most tax-efficient strategies, and build your estate plan. You can rely on our years of investing and financial planning experience to make your investment decisions. You have access to your personal chief investor and planner, giving you greater confidence in your financial life.

Retirement Planning

We specialize in planning for retirement and help creating a retirement income stream.

In-House Asset Management

Take advantage of our conservative in-house asset management capabilities.

Taxation Planning

We help minimize your taxes and even cover the cost of tax preparation and consulting when you work with our CPA.

Estate Planning

We work with your attorney, accountant, and other professionals to plan your estate.

See All Our Services

Caring for Our Community

Like our clients, we are deeply committed to giving back to our community. Whether donating money or time, we believe giving promotes happiness, draws us closer to others, and strengthens empathy. We invite you to learn more about all the causes we support.

AFA Logo - Alzheimer’s Foundation of America

OXFAM Logo

Amherst Survival Center Helping Neighbors in Need Logo

Kestrel Land Trust

See Who We Support

Create Your Financial Well-Being

Schedule a free consultation to see how we help you design, build, and enjoy the lifestyle you’ve dreamed of.

Contact Us