A personalized approach

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to managing wealth

Voted to the 2024 Forbes Best-in-State Top Wealth Management Teams list

2023 AdvisorHub 200 Fast Growing Advisors to Watch list – CFP^®, Kimberley Mondonedo

Our mission is to make a meaningful difference in the financial lives of our clients.

We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so that they may reach their financial goals. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs. Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. Our results are thoroughly professional and our approach is purely personal.

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.