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“We take your journey seriously and we'll be there every step of the way.”

Our mission is to help clients realize their life goals and dreams. We strive to do this by creating and following a customized financial plan for them. Through the plan and our experienced advice, our clients can gain the confidence to make well informed financial decisions in all aspects of their lives.

Integrity:  We work hard to provide financial services designed to enhance the lives of our clients and the people in our community.  Maintaining ethics and integrity in our actions is also very important to us.  Our commitment to maintaining the highest ethical standards helps us hire great people, attract loyal clients and contribute back to the community that supports our business.

Planning:  By building personalized plans designed around individual needs, we enable clients to not only identify goals, but take action toward pursuing them.  We believe achieving your financial goals requires more than simply choosing the right investment products. To us, the potential for success demands a deep understanding of not only your objectives, but your personal values, time horizon, risk tolerance and expectations.

Experience:  Our three partners have over 45 years of combined experience in the financial services industry, and are award winning advisors with Waddell & Reed. 

Guidance: We don't stop at investments. We provide and offer advice on many aspects of your financial life. 

Knowledge:  We make it a practice to share our knowledge in an effort to better support each other's clients. 

Transparency:  We believe in being honest and forthright regarding fees, communications and business transactions.   

Complimentary Consultation Meeting:  We offer a complimentary, no pressure or obligation, consultation meeting.  During the meeting, we will listen to your goals, examine your current financial situation and offer honest, forthright answers to your questions.  Call us to schedule your appointment, (717) 461-7828.