When it comes to investment management, common sense dictates a team approach – and our advisors do just that. You will receive a broader scope of expertise than you would likely find in any one person. Our advisors will work hard to understand your unique circumstances so that you receive a plan fit for you – not an off-the-shelf, prepackaged solution but a plan that is personalized to you and the pursuit of your goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.