Our Culture

Our Mission

Our mission is to serve families and institutions by providing customized financial planning and investment management.


Our Values

Relationships: People – our own and our clients – are our heartbeat

  • Caring: We value the person first and deliver all messages, good or bad, with empathy.
  • Teamwork: We are interdependent, not independent.
  • Fun: Life is meant to be enjoyed. We celebrate and have fun.
  • Balance: We know our priorities and keep the main thing the main thing.
  • Community: Giving back matters. We invest in the communities where we live.

Accountability: We are fiduciaries and take our responsibilities to our clients seriously

  • Ethics: Ethics drive everything we do.
  • Execution: We do whatever it takes to serve our clients to the highest level.
  • Profitability: Profitability is integral to our ability to grow and serve.

Our Growth

Our team and our clients have opportunities to grow in all areas – financially, professionally, personally.


Our Benefits

  • Health, Dental and Vision Benefits
  • FSA/HSA Plans
  • 401K and PSP
  • Long Term Disability
  • Life Insurance
  • Paid Time Off

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