A fresh approach to wealth management.

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Founded in 1971, we are a well-established family business serving families and businesses – and we welcome the opportunity to serve yours. At our practice, you’ll not only find an accomplished father and daughter team, but a collaboration of two financial professionals who share their cumulative knowledge and complementary perspectives.

With a succession plan firmly in place comes the comfort of knowing that a trusted advisor who knows you as a person – and as an investor – will be there for you, now and for years to come. What’s more, we’re proud to be affiliated with Raymond James, one of America’s largest independent financial firms. Its unique culture of independence gives us the freedom to focus objectively on what is best for you.