Retirees We realize that your concerns aren’t only about financial matters, but also about maintaining your independence – and we’re here to help.
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Business owners We know there are many challenges to building and running a successful business – and we’re here to offer our seasoned advice.
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Women We understand the profound effects of losing a spouse through death or divorce – and we’re here to help guide you through this sensitive time.
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Life takes many turns, both expected and unexpected, but you don’t have to face them alone. We’re here to help you through them all – not only by applying our deep financial experience, but by building a trusted personal relationship to help guide and counsel you in making sound financial decisions.

Connected

We are dedicated to being connected to you and what’s happening in your life, while always looking out for your best interest.

Comprehensive

Our holistic planning takes into consideration all aspects of your financial life to make sure every detail is addressed.

Capable

Our team applies over 80 years of combined financial industry experience to focus on your financial needs.

A full team giving guidance and support

Michael Fowler
Michael Fowler, MBA, CFP®, CPFA CPFA
First Vice President, Wealth Management
Jennifer Anders
Jennifer Anders, CFP®, ChFC®, CPFA, CDFA®
Associate Vice President, Investments
angela toney
Angela Toney
Senior Client Associate
Paris LeFever
Paris Lefever
Client Service Associate

Hand drawn marine set. Sea ocean voyage

Norfolk’s more than 100 mermaid statues celebrate the city’s maritime roots.
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Whatever you need we’re here for you

 

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