Financial Guidance that fits your life
As you pursue your goals, you can see the wisdom in having a well-plotted course. You understand the importance of having experienced financial guides to help keep you on track and help you steer clear of approaching risks.
We have been guiding individuals and their families through every kind of financial environment for nearly 30 years. Count on us for a customized wealth management approach, shaped by a clear vision of who you are and all you aspire to achieve.
Our Team
Get acquainted with us and all we can do for you
Pictured from left to right:
Lori Rupe, Jennifer Bigler, Nathan Paris, Richard Paris, and Jenna Story
Our mission is to serve, enthuse, and inspire, with joy, devotion and integrity, those seeking their financial freedom.
While we are your navigators, we never lose sight of the fact that you are the captain of the ship. We work for you. We are honored to be a trusted advisor to our clients.
Richard O. Paris II, CFP®, ChFC®; Managing Director
