Your Trusted Financial Partner

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Every Step of the Way

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With over twenty years of client-focused experience and dedication, we utilize tailored strategies to address the financial needs of our clients.

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We develop and manage low cost investment portfolios with unbiased advice and an investment philosophy striving to provide consistent, long-term growth with a focus on the business cycle and macro-economic trends.

WHO WE SERVE

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We specialize in fee-only investment advisory, wealth management and fiduciary services to individuals and families, trusts, local businesses, and qualified retirement plans.