Our Difference

We strive to be the best choice for individuals and families who need help managing their investments and who want more attention to their own unique goals and objectives. We have found these clients embrace our purpose and recognize the value we bring to them.


We are independent financial advisors. This allows us to offer impartial advice on the selection of money managers and investment opportunities.


We believe that individuals and families deserve the same caliber of investment advice, products, and services historically afforded only to ultra-high net worth investors and large institutions.


Our principals are highly credentialed, having earned respected designations in our field (CERTIFIED FINANCIAL PLANNERTM, CERTIFIED PUBLIC ACCOUNTANT*, CHARTERED FINANCIAL ANALYST®, CERTIFIED FUND SPECIALIST).  Our knowledge and abilities enable us to help clients integrate our financial planning advice with the advice from tax and legal professionals.

Team approach

Providing the attention you deserve is beyond the capacity of any one individual, it requires the combined efforts of a team, working together to develop and continually care for your personalized plan.


Our financial professionals bring almost 50 years of combined expertise and experience to each client relationship.


*Neither FSC Securities Corporation nor its registered representatives or employees, provide tax or legal advice.