Our Unique Qualifications

Highly educated and experienced professionals.

We have more than 120 years of cumulative experience in retirement planning, tax planning, estate planning and investment management. Our education and certifications include six Certified Financial Planners, three MBAs, a Masters in Tax, a Masters in Finance, a CPA, an Enrolled Agent and a Chartered Financial Analyst. Additionally, one professional is pursuing an MBA and two are pursuing their CFP designations. Our deep base of intellectual capital will help maximize your assets, enhance the quality of your life, and help you realize personal and financial goals.

Enduring.

Our vision is a 100-year firm. Our mission is “to develop ongoing, inter-generational financial security by partnering with our clients to make sound, objective investment and financial decisions.” We must therefore have a sustainable business model that “lives longer” than our clients, some of whom are very young. Few, if any, privately held firms can maintain such a long-term, client-oriented business model.

Professional fiduciaries.

We maintain the highest standards of fiduciary excellence. We are audited by the Centre for Fiduciary Excellence (CEFEX), an international fiduciary standards and auditing organization. Only a handful of firms worldwide have met their demanding standards. This means we truly serve as a financial fiduciary for you, acting as your financial advocate.  To learn more about why a fiduciary relationship is critical, click here.