We know that we’re not the only people around who do what we do, but we pride ourselves in doing so unlike many others. Here are the differentiators that set us apart, help us stand out, and above all, allow us to serve our clients in the best way we know how.

  • THE LOYAL, LONG-STANDING CLIENT RELATIONSHIPS WE BUILD
  • THE EXPERIENCE AND KNOWLEDGE OF A FULL TEAM
  • HOLISTIC FINANCIAL PLANNING THAT GOES WELL BEYOND INVESTMENTS
  • OUR ACCESSIBLE AND STRAIGHTFORWARD MANNER
  • OUR FAIR AND REASONABLE FEES
  • OUR CONNECTION AND COMMITMENT TO MUSKEGON AND MICHIGAN