We are a local independently owned firm with no allegiance to anyone but our clients. There is no "home office" giving us a list of products or services to promote or push. Our advice is totally centered on our clients' goals.
We have years of experience working directly with clients. This experience gives us valuable insight to guide clients through many kinds of situations and economic environments.
If you are looking for an aggressive, outside-the-box, or fast-paced investment environment, we are probably not the firm for you. We believe a disciplined, balanced approach to investing is the wise approach to seeking financial independence.