Ben Goodkind

Our success over the past 38 years is due in no small measure to the loyalty of our clients who have entrusted their financial future to our knowledge and skill. We are proud to stand among the few tried and true independent financial advisory businesses that place intellectual honesty and impartiality as the highest priority in managing client investment strategies. Our experienced team provides guidance that extends from those who are beginning to build their financial house to those who have arrived at the doorstep to financial independence. We are humbled by the responsibility of managing family wealth into the third and fourth generations.

We could not have accomplished so much for so many clients without the help of the talented and professional people in our firm. While our business has grown in size and in complexity, we still deliver the same personalized service that clients have come to enjoy. We work daily to ensure that our clients will regard our management group as their financial concierge service team. Our independent financial planning team has accumulated over 90 person-years of combined financial experience available for our clients benefit.