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Our Advantage: The 360-Degree Approach

Your financial decisions don’t occur in a vacuum. Every choice can have a direct impact or a ripple effect on other areas of your life. Our goal is to help you create synergy by taking a holistic view of your finances and making sure all the pieces fit and work together. We never suggest a cookie-cutter approach to your financial planning. Instead, we get to know you on a deeply personal level. We won’t shy away from asking you tough questions, understanding complex family relationships and dynamics, and reaching the core of what really matters to you.

We’re committed to your success

Your needs and goals are at the heart of everything we do. We may be analyzing data, crunching numbers or strategizing, but we never forget that every action we take is on your behalf. We are honored by the enormous trust you place in us and work hard to understand and respect your unique needs, goals, dreams, and preferences. We’re ready to help you manage every aspect of your financial life, down to the smallest details, whether your situation is simple and straightforward or extremely complex and difficult.

Think of us as your financial lifeline

When you have an urgent financial question, you want a timely answer. Our staff members are easy to reach and respond quickly to your requests and inquiries. The majority of our staff hold the most respected credentials in the financial planning industry — CFP®, CFA and CPA. They combine their technical education with practical, real-world experience to handle your most challenging and complex financial issues.

We also understand that the last thing you want is a revolving door of staff relationships. Our people are in it for the long haul. Our independent employee ownership promotes low senior-level turnover, ensuring continuity of the services we provide. That low staff turnover lets our teams build deep, close relationships with the people we serve, spanning years and multiple generations.

We make complex issues simpler

We welcome and encourage your questions. Simply put, we believe that clear information and greater knowledge leads to better decisions. We won’t put up a wall of confusing jargon or deluge you with market-speak. We provide client education that helps you understand the full picture of your financial life, with clear explanations of financial issues and industry terms.