IT'S ABOUT MORE THAN YOUR PORTFOLIO - IT'S ABOUT YOUR LIFE.

We manage your investment portfolio, producing returns that match your goals. We work with other professionals in your life to manage your tax situation and estate issues. We are available to answer any questions related to your finances-- whether it's selling a business, buying a second home, or funding that education account for the grandchildren. We're not just investment advisors. We're financial life coaches.

We are a fee-only registered investment advisor. Our focus is on producing returns that match your goals, not on producing commissions.Whether you are recently retired or just beginning your financial journey, we are here to help you. We meet you when and where you are. 

Providing financial expertise and personal service so you can enjoy your life. 

CHECK OUT OUR LATEST NEWSLETTERS!

August
Newsletter

July
Newsletter

June
Newsletter

Life is full of transitions and it's important to shift your plan as your priorities change. Click below to read more!

Tax holiday, student loan repayments, and more! Click below to read our latest E-Newsletter.

We have summer interns! Click below to read more from Mauria Ferrell and Brady Gray.

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