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About Us

Core Values.

Clients First

First and foremost, our goal is to provide superior client service to help you strike a balance in your life between enjoying today and planning for tomorrow. We are deeply committed to the fiduciary standard, putting your interests above our own.


We don’t sell investment or insurance products. We feel this minimizes conflicts of interest and is the most objective way to provide financial advice.

Be Approachable

Our work culture is comfortable and relaxed. “Business casual”, in most cases. We strive to be empathetic listeners. This makes it easier to connect with you and have real conversations about your personal financial life.

Be Knowledgeable

Don't let our "approachability" fool you, we are seriously dedicated to our knowledge and ongoing education of financial planning and investments. We are credentialed, experienced professionals. We require that all partner advisors obtain CFP® certification (or the CPA/PFS credential) within 5 years from their start date.

Be Positive

We're proud of our awesome work culture. We work hard, but we also have a lot of fun. We celebrate wins. We take care of each other. We strive to be energy givers.

Be Kind

We appreciate that we are all unique and have varied cultures, backgrounds, experiences and beliefs. We are accessible. We are inclusive. We treat others as we’d like to be treated. We want to work with people who want to work with us.

Life Balance

No one looks back and wishes they had spent more time at work. Just like we aim to help you strike a balance in your life, we strive to provide leverage and flexibility to our partner advisors and our home office staff that allows them to have time with their family and friends and causes that are important to them.

Meet Our Home Office Team