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Our Process

We create tailored portfolios consisting primarily of individual stocks and bonds. This differentiates us from many other advisors.

Our History

Years of experience have prepared us to guide you through your life transitions. From college to retirement and everything in between.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day as our fiduciary promise.

Do you know how much risk is in your portfolio?

You may be surprised.





Find Your Risk Number

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn More

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
Learn More

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