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Think of us as

Your Personal CFO.

(Chief Financial Officer)

... Without your corporate Credit Card

Who We Are

We Are

  • An independent, privately held firm that takes our fiduciary responsibilities seriously. We believe in you, and are hired to work for you and only you.
  • Of the opinion there is more to your financial life than just managing your money.
  • Hired to manage the multiple moving parts of your financial life. Together we set goals, review cash flow, protect you and your family with insurance, manage your investments so you can enjoy the extra time with family, friends, charitable pursuits or maybe just relaxing.
  • Continuously striving to make your life easier by taking the worry, stress and pressure away by helping you make smart decisions with your money so you can spend more time living your life.

We Are Not

  • A website which tries to learn who you are and what you want in 5 simple questions.
  • A 1-800# who doesn't know you or your goals and provides inconsistent or no financial advice.
  • Advisors who have little experience or professional designations.
  • A big institution or big bank that needs to charge higher fees to support their big company overhead!