FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Philosophy

Our economy, culture, and industry are in a constant state of evolution. These changes have been at times euphoric, and at others tumultuous, and sometimes painful. Though the world continues to shift, our approach to business remains unchanged.

Above all, we believe relationships are crucial to success. While adapting to new technologies and state of the art financial strategies, we remain dedicated to providing the highest level of service to our clients. Prioritizing personal attention allows us to truly understand our clients’ unique objectives and offer customized solutions to achieve them.

Long-term investing should seamlessly align with the most important lifetime goals of the investor and their family. An income we don’t outlive in a three-decade retirement full of dignity and independence is a lifetime financial goal. Meaningful legacies to our children, delivered in tax efficient ways, is another lifetime financial goal. The ability to be of significant financial help to our children in the education of their children is one more example of a lifetime financial goal. As advocates of long-term planning, we believe successful investing is predicated not on timing markets, but on quality time in the markets.