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"Well done is better than well said." – Benjamin Franklin

We believe an Advisor’s duty as a Fiduciary is equal parts educator, investigator, and manager.

Our services are comprehensive and our depth of experience is unmatched.  But our commitment to educating ourselves is perhaps the greatest service we provide our clients. We refuse to stop learning.  In a world of ever-changing investment options, tax codes, and laws, our unrelenting research and open minds keep our clients ahead of the curve.

You’ll never doubt that we will find the answers you need, educate you on them, and manage how they affect your plans.


Independent Fiduciary Guidance

Investment Education

Institutional Portfolio Management

Custom Portfolio Design

Periodic Investment Plans

Private Client Tools

Rollovers - 401k/403b/TSP/etc.

Roth IRA

Roth Conversion

Business Owner Planning

Brokerage Accounts

Gain/Loss Harvesting

Trust Investment - Living/Revocable

Trust Investment - Irrevocable/Charitable

and more...


Lifetime Income Planning

Investment Income Management

Tax-Free Income Planning

Tax Planning for Heirs

401(k) Planning

403(b) Planning

Profit Sharing Plans

Thrift Savings Plans

Kids/Grandkids College Plans

and more...


Life Insurance

- Term

- Universal/Whole Life

Immediate Annuities

Fixed/Indexed Annuities

Variable Annuity Education

Care Planning

and more...

*Insurance services offered by independent insurance agents.

Curious to see if we're a good fit? Let's have a brief conversation to find out.

Thank you!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (520) 372-5700