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Our Mission
Our mission is to enable our clients to live their most abundant lives.
How We Serve Clients
Goal-Centered Financial Planning
We make the effort to truly understand our clients’ long-term goals and concerns, then set them on a path to achieve their objectives.
Custom Investment Management
We develop, implement and maintain an investment portfolio designed to achieve the financial objectives of each client.
Why We're Unique
Independent, Objective Advice
Our responsibility is to our clients’ first. We are an independent Registered Investment Advisor and a Fiduciary.
Alignment of Interests
We do not charge commissions and only take a fee based on assets under management. So our incentive is to grow your assets.
Service Focused on You
You will always be in touch with one of our two firm principals; no assistants or sales people.
Who We Serve
Retirees & Pre-Retirees
Self-Employed Professionals
Business Owners
Directors & Executives
Our Commentary
Jeff Rotherham, CFP®
November 11, 2019