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Our Team

Since 1995, our financial advisors and staff have been committed to providing professional, personalized and responsive financial services.

We are professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes and retirement.

We pride ourselves in providing reliable customer service our clients have come to expect and depend on. Our growth is defined by the number of satisfied clients we serve. We continue to invest in our people and our technology to better serve our clients’ needs.

We are delighted to partner with hardworking individuals committed to their financial wellbeing.
Whether you are a participant in a 401k Plan that needs help understanding your investment options or an individual looking for personal financial planning, we can help.

We are independent. We believe financial advisors serve clients best when they do not have biases, product preferences, or sales quotas. They should be free to provide virtually any financial product or service that is appropriate. We believe you can best achieve your vision with an independent advisor.

Our greatest compliment is receiving a referral. We love to serve multi-generational families in the management of their wealth.

In Memory of Michael J. Dougherty