About Us


Our Primary Purpose

We are a father-and-son team of independent financial advisors. Together, we combine decades of experience with cutting-edge financial strategies to offer a comprehensive suite of services. As independent financial advisors with securities and advisory services offered through LPL Financial, we are able to offer comprehensive advice as we are not tied to any specific product line. This is significant because it enables our advice and service to be customized, fiduciarily responsible, and transparent.  

Whether you're planning for retirement, looking to grow your investments, or seeking advice on managing your wealth, we are here to guide you every step of the way.

 As a family-run firm, we understand the importance of integrity, loyalty, and personal connection. We are committed to building lasting relationships and helping you secure a bright financial future for you and your loved ones.

Who We Work With

Families and Individuals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Businesses and Corporations

Business owners rely on us to develop and execute corporate retirement plans. Careful examination of the business allows for us to create a plan that benefits employer's and employees. 

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