Financial planning for your life. Fiduciaries for managing your assets.

For more than 40 years, we’ve built a solid reputation for providing sound investment advice. With each day, we have remained committed to upholding a fiduciary standard* when it comes to managing assets, putting the interests of our clients above our own. We have never treated those who sought our advice as just investors, but as people with families, goals and important things they want their money to do.

As financial planners, the guidance we provide today extends beyond just portfolios to all the things in life that money touches – whether it’s building a comfortable retirement, funding college for children and grandchildren, or leaving a legacy for loved ones. Over time, our greatest investment has always been in the people we serve.

Fiduciary (noun/adj) fi•du•cia•ry : when one person justifiably places confidence and trust in someone else and seeks that person’s help or advice … because the client trusts the (fiduciary) to act in the best interest of the client at all times. – Merriam-Webster online dictionary