Our Mission, Vision, and Core Values
TO SERVE successful people as financial counselors. We focus on their unique needs. We collaborate closely with their other professionals. We manage the complexity that results from their achievements.
TO BUILD close working relationships across multiple generations as we focus on facilitating a shared family vision and legacy.
TO CONTINUE developing a great team and culture, where people thrive.
Our vision is to further the success of as many families as we can.
What Makes Us Unique
Our clients have greater access to our advisors/planners and the investment committee/firm leadership than in most similarly sized or larger RIAs.
We serve as fee-only, true fiduciaries*. We don’t succeed unless you do.
We are employee-owned. We are free to serve you the way you deserve.
* A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Read the full definition here on Investopedia.
Our Core Values
Enjoy the people you work with and the environment you work in!
Keeping our commitments and doing the right thing.
Constant improvement in our company, ourselves and our performance.
(A) CLIENT FOCUS
We live to serve.
Our success comes from working together.
In everything we do.