• We are an established firm with twenty-one years at this location and forty-two years in Effingham.
  • Our principal, Dwight Erskine, CFP®, AIF®, has been a financial‒services professional since 1972.
  • We have an investment philosophy that is risk-averse and goal-oriented.
  • We believe in professionally-managed portfolios with low expense ratios, low turnover, and tax-advantaged structures.
  • We strive to offer timely access to any of the associates in our office.
  • Our Effingham practice is what's known as a multi-family office: We attend to a full range of financial and life-planning needs for those with substantial assets.

Comprehensive Financial  Planning

Risk Management

Portfolio Management

Trustee Services

Consolidated Reporting

Life Management

Estate and Wealth Transfer

Family Consulting, Governance, Meetings, and Education

Tax Planning

Strategic Philanthropy and Administration

  • Our retirement-planning and individual clients are spread across America.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.