Frequently Asked Questions

We serve a diverse range of clients, with a focus on pre-retirees, retirees, and affluent families looking for a local practice with a long track record and a long-term view.

Yes, we offer specialized services for Faith-Based Investors, helping you ensure that your financial plan and investment strategies align with your personal beliefs and values.

Absolutely. We specialize in helping individuals locate and manage "lost" 401(k)s from previous employers, and we can walk you through your available rollover options.

Yes, we offer "Investor Directed Services" specifically tailored for Do-It-Yourself investors who want a hands-on approach to their portfolios but still wish to utilize professional tools and platforms.

Our broker is LPL Financial. Through this partnership, we are able to provide our clients with industry-leading technology, secure account access, and comprehensive LPL market research.

Existing clients can securely view their accounts at any time by clicking the "Login" button on our website's navigation menu, which directs you to the secure My Account View Online portal.

We believe in keeping our clients informed. We offer routine "Financial Insight Emails," a continuously updated blog, market research, and a comprehensive online resource center featuring educational articles, videos, and financial calculators.

Getting started is easy. You can click the "Schedule A Meeting" button on our website to access our online calendar and book a time that is most convenient for you.