We are fiduciary advisors that operate with a legal and ethical obligation to put your interests first.

Our team has over seven decades of experience investing throughout multiple business cycles with investment management as our sole focus and retirement investing in stocks and bonds as our niche.

Our advisors are also the firm owners so we focus on forging deep, personal relationships and have a strong sense of accountability to our clients.

As an independent advisor we’re not tied to any particular family of funds or investment products, therefore we have the freedom to choose from a wide range of investment options that’s best for you.

We maintain a small client base to provide you with a high level of personalized service and attention to detail.

We align our interests with you by investing personally in the same securities we recommend… we “eat our own cooking.” In addition, our compensation is based on a percentage of assets under management, so our success is directly linked to yours.

Our competitive fees and investment results provide you with the best value.