Government building

Focused Experience In Federal Retirement


While certain retirement principles apply universally, the intricacies of retirement planning and benefits for federal employees substantially diverge from those in the private sector. To address this, we've developed an all-encompassing Retirement Roadmap Analysis. This unique tool integrates the diverse elements of a federal employee's financial security into a cohesive, unified plan.

Client meeting

Fiduciary & Independence


Trusting someone to assist with your personal finances is a big step and the decision on who to work with shouldn't be taken lightly. Collaborating with a fiduciary advisor offers a significant advantage due to their legal commitment to prioritize your interests. As independent advisors, we don't promote any proprietary products. Instead, we have the liberty to suggest investments and strategies from an extensive array of options. This freedom ensures that we can guide you toward the optimal path forward.

Client meeting

Client Service Excellence Is Our Trademark


Your financial situation is personal, and it shouldn't be treated as just another number. Our firm’s size and setup allow us to be flexible, quick to adapt, and highly responsive. We're all about real professionals who understand you on a personal level and are dedicated to meeting your requirements. With our seasoned experts boasting nearly 15 years in the financial services realm, we bring a wealth of experience. This, combined with our resources, skills, and sound judgment, ensures we can deliver swift and thorough professional support whenever you need it.

Business people meeting in modern office

Boutique Feel With Big Firm Capabilities


If you're exploring our firm, it's likely because you value the personal touch of a real advisor and a team that knows your name. However, you also deserve the technological capabilities of a large company. Through our collaboration with LPL Financial, the premier independent broker-dealer in the nation*, we gain entry to the forefront of advanced technology, groundbreaking research, and an extensive selection of investment options. This partnership empowers us to offer our clients the best in terms of innovation and choices.

Financial planning

Our Commitment To Transparency


The financial planning industry is not known for its cost transparency, and as a consumer, it can be difficult to know what you're truly paying for. Our array of services is designed to cater to your individual financial planning requirements, with complete transparency regarding costs. You can find a comprehensive overview of our fee structure and essential details by visiting our Frequently Asked Questions section.

 

 *As reported by Financial Planning magazine, June 1996-2023, based on total revenue.

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.