Comprehensive planning, open communication, thoughtful investing

We are embracing the past while looking ahead –
conservative and forward-thinking, face-to-face and online.

When it comes to building and preserving wealth, we offer comprehensive financial planning with a conservative investment philosophy that informs all of our recommendations and advice. We apply independent thinking and insights, customized to and focused on your specific situation, backed by more than 40 years of combined experience and professional designations.

As a family-run business we understand the importance of communication to stay ahead of impactful life changes. We work with you to anticipate and prepare for those events so you can concentrate on enjoying all that life brings with those who matter most.

Communication – the human connection – is the key to personal and career success.
Paul J. Meyer