Personalized Financial Planning & Investment Management

Let us guide you with Wisdom to Live & Give Well

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It's hard to navigate finances alone

As you journey through life, financial decisions become more complex, and hard to navigate alone. We partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.

Family planning

Simple Process

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#1

Organize

Meet to talk through your vision, gather financial information, and help you begin obtaining financial clarity.

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#2

Plan

Create a custom financial plan to help you reach your goals and act as a financial road map. 

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Implement

#3

Implement your plan and keep you updated every step of the way to bring peace to the process.

You deserve an Advisor that has wisdom & experience

Our Advisors have attained leading industry designations (CFP®, CFA®, CAIA®, CKA®) and collectively have over 50 years of industry experience.

Only 1%* of Financial Advisors are a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst®
   *sources: www.bls.gov and www.cfp.net

Financial planning
XY Planning Network logo
Chartered Alternative Investment Analyst Association logo
Financial Planning Association logo
CKA Kingdom Advisor
Certified Financial Planner logo
The National Association of Personal Financial Advisors
Chartered Financial Analyst logo

Working with Us

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Fiduciary

As a Fiduciary, we must act in your best interest at all times. 

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In-person or Virtual

Meet with us in-person at one of our offices or virtually.

Fee-Only

We are a Fee-Only firm,
and do not receive any commissions. 

Evidence-Based

Evidence-based investing utilizing academic research. 

Independent

To ensure our client's interest come first, we are an Independent firm. 

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Integrate Values

Integrate your values within your investment strategy. 

Have a Question?

You do not need to navigate finances alone. We would love to meet you and answer your questions. Please schedule a free 20-minute introductory call to learn more.