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WHO WE ARE

We go above and beyond traditional financial planning

Money touches every fabric of our lives—from our decisions and emotions to our lifestyle and relationships. Shouldn’t financial planning work the same way?

Unlike other firms, we don’t just prescribe you a plan and promise to keep in touch twice a year. We’re constantly in your corner, looking for ways you can use your money to enrich your life.

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Who We Serve

Our clients are successful, driven, and committed
to achieving their goals

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Self-Employed Professionals

You’ve built a successful practice, but the demands on your time are many. You need help managing both your business and personal finances.
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Workplace Plan Sponsors

You need a professional to help manage your plan’s assets, so you and your employees can reach your retirement goals.
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Highly Compensated Employees

You have a complex compensation plan and a lot of tough financial decisions to make. You need help optimizing your benefits and securing your nest egg.
WHAT WE DO

We serve self-employed professionals, workplace plan sponsors,
and highly compensated employees.

Financial Planning

We help you live your best life through relationship-based financial planning. 

Investment Management

Our approach helps you feel content with your investments in good markets and bad.

Tax Strategies

A high income means high tax brackets. We can help with that.
OUR LATEST INSIGHTS

Browse some of our latest financial insights.

  • Nov 05, 2024
  • John Grubbs, CAIA®, AAMS®

How to (Maybe, Possibly, if You’re Lucky) Beat the Market: A Smarter Approach through Factor Exposure

Beating the market is the holy grail of investing—a nearly impossible quest that leaves many battered along the way. But...

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  • Oct 29, 2024
  • John Grubbs, CAIA®, AAMS®

The Participation Trophy: Why Market Beta is the Real Winner

Investors love the thrill of the chase. The idea of consistently beating the market gets hearts racing and headlines buzzing....

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  • Oct 22, 2024
  • John Grubbs, CAIA®, AAMS®

Why Cash Flow Matching for Expenses Will Fail You (And What Actually Works)

Everyone loves talking about portfolio income and cash flow matching, how dividends and bond interest will cover your expenses forever—until,...

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Schedule your free consultation now.

We love talking to successful professionals and business owners about their financial concerns.
Schedule a free consultation now to see how we can help.
 

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