Our Philosophy

We believe in "Taking the Time to Listen". Our motto steers our principle that each individual has unique goals and aspirations to be honored. Our firm is based on the principle that understanding your true aspirations, providing financial education and knowing your current financial situation is vital to successfully making prudent decisions concerning your future financial situation.

Here's what we think is the right way to do business:

  • Care for our clients in the way we'd want for ourselves. We founded our firm to be the kind of place where we'd want to be clients, if we didn't already work here! We'd want to be respected, informed, and heard. We don't expect our clients to demand any less.
  • Know our clients and their goals. We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
  • Treat clients like people, not like portfolio balances. One thing you'll notice about our firm is that we're friendly, caring, down-to-earth good listeners who care. Having been in the business for a long time, we've encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We've got a lot of perspective that can help keep you on an even keel through the ups and downs.
  • Practice time-tested financial approaches. We follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to accordingly adjust your course of action.
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