Every decision we make is through the lens of being a trusted partner.

Essentially, you’re asking us to be stewards of your wealth, your values, your future, and your legacy. For you to give someone that kind of important responsibility, you have to trust them. From the first moment we meet you, our goal is to earn your trust. But we don’t just earn your trust in the beginning. We earn it every day — in every recommendation we make and in every interaction we have. We believe it’s important to constantly search for and validate ways to deepen your trust, which is why we regularly perform client surveys, focus groups, and other loyalty programs. We do this because we believe you never, ever take trust for granted.

Life isn’t just money. So, we do more than just manage your money. Since we opened our doors, we have always taken a holistic approach to our clients’ money.

We engaged in financial planning long before certified financial planning became popular. We continued to work with independent firms when high-commissioned products and sales quotas made some advisors a whole lot more money than they made for their clients.

Today it means leading our clients into an even more independent arrangement because fiduciary, access, safety, security, and pricing are all additional advantages we believe are the next level of advice and value we can bring to client relationships. Holistic advice just got a whole lot more holistic.

Every decision we make is based on what’s best for you. It’s that simple. Sure, we’re a business and we need to make money. But we do it with good people, with good hearts, and good old-fashioned work ethic. Our culture is 24/7, not 9 to 5. We are serious about our business, passionate about our clients and their families, and committed to growing and serving with a laser-like focus on our core values.

Technology has certainly changed how we do our jobs and serve our clients. In addition to assimilating data and enhancing transparency, technology gives us a fast, seamless way to communicate with our clients through mobile access and client portals. This ability to quickly and easily communicate with our clients is a valuable tool we use regularly, but it’s even more important when markets get rocky.

Everyone says they provide great service. But what does that actually mean? To us it means getting back to you quickly, answering your questions thoroughly, and being available whenever you need us. Again, you’re trusting us with some of the most important aspects of your life, and you need to be able to count on us. Every single time.

Landmark legislation occurred in 2019 over whether financial advisors would be held to the standard to keep a client’s best interest at heart, or simply be able to recommend what’s suitable. https://www.usa.gov/federal-agencies/u-s-department-of-labor

Our team is aligned with a Registered Investment Advisory firm, RFG Advisory. As such we are held to the standard legally to do what is best for you, not us. We are also Investment Advisory representatives and work on a fee-basis. And our advisors hold advanced designations, including the Certified Financial Planner (CFP) training.

But what does all this mean to you? It means a higher level of expertise, a commitment to ethical conduct, an understanding of ongoing changes in the financial service industry, and a promise that we will strive for excellence in every aspect of our professional lives.