Strategic movement. Judicious action.

We partner with our clients to provide customized investment and financial planning recommendations without any exclusive affiliations to sway our focus from keeping their interests and needs first. This objectivity safeguards that we will always choose investment strategies solely in the well-being of our clients’ overall financial picture. By taking a fiduciary approach and charging a percentage fee on assets under management, we partner with our clients’ success and mitigate many of the conflicts of interest that exist when seeking financial advice.

We combine the proactive communication and responsive service of an independent local firm with the acclaimed resources of a renowned financial powerhouse, Raymond James. Our blend of expertise, technology and service makes certain our team is always monitoring and managing our clients’ financial well-being as promised. The most enjoyable part of our work comes from knowing that our clients are creating, working and living the life they choose.