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We are a three-generation, family investment, retirement and financial planning team that has been helping clients of all types for over 30 years. What can we do for you?

"The Great Mountain - B&W" by ronWLS is licensed under CC BY-NC 2.0

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Our Core Values:

Integrity

Integrity

Be true fiduciaries - always put the client's best interests first, period.

Transparency

Transparency

Be open and forthcoming in everything you do, trust is earned.

Simplicity

Simplicity

Avoid unnecessary complexity, keep things simple and understandable.

Costs Matter

Costs Matter

Minimize investment expenses to allow the magic of compounding to work.

Eliminate Noise

Eliminate Noise

Focus energy on what can both be controlled and what matters, the rest is noise.

Be Mindful

Be Mindful

Create a barrier between emotions and big decisions - respond, don't react.

Download Our Tax Reform Ebook!

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.

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