220 West Patrick Street
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Preparing For the Ultimate Vacation
5 Smart Investing Principles
Understanding a few key investment principles can be a great place to start.
Shrewd financial advice and savvy wealth strategies are just the beginning.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.
Put century of combined experience to work for you.
Curated articles, videos, and more for a more financially savvy you.
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
Director of Operations
CERTIFIED FINANCIAL PLANNER™ (CFP®) | Registered Financial Consultant™ (RFC®)
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
Tips for Finding Care for Your Special-Needs Child
What Is an Annuity?
Keep Your Umbrella Handy
Once Upon a Goal
We offer full service financial planning that takes a holistic view of your entire situation. From education planning and tax strategies, all the way to retirement planning and estate management...we are with you through every step of the financial planning process.
Our investment management programs offer a variety of services specific to your situation. We tailor these programs based on your investment goals, risk tolerance, tax situation and time horizons, in order to build a smart, cost-efficient program to help you achieve your financial goals.