The distinctions that comprise OUR DIFFERENCE

Our Difference

When seeking a trusted advisor to serve as your financial partner, there are many factors to consider. Finding the right fit is essential for your financial independence and well-being. There are many characteristics we believe set us apart and make us stand out among other advisory firms – substantial reasons we present here for your consideration.


Roshan Ajanee prides himself on offering the benefit of years of experience gained from previous positions he held in corporate America, as well as his many years as a CPA and a CERTIFIED FINANCIAL PLANNER™ practitioner.


Our practice was formed with a single principle in mind: To provide the highest level of personalized client service. It’s why each and every client is given Roshan’s personal mobile number. As our client, you truly have a trusted financial partner who is here for you.


Roshan Ajanee works diligently to earn the trust of many clients over the years. We feel an example of this is that the majority of our client relationships are discretionary: clients set the direction and goals, while our team, acting in the clients’ best interest, works together to ensure proper execution of our strategy.


Many of our clients have been with us for more than 20 years. Roshan knows their family, spouses and children by name. These long-term relationships and the value he places on them inspire him on a daily basis.

Hands-on investment approach

Rather than rely on an off-the-shelf model portfolio or outside money managers, Roshan Ajanee builds each investment portfolio himself designed to align with the financial plan and work with the individual needs of each client.

A model of diversity

We represent a diverse group of successful clients. We want them to feel like they are part of something bigger than themselves, and to be proud of their affiliation with us.

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Ralph Seger