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Personalized financial planning with the 3P Approach©

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Helping you pursue your financial dreams today and always

Whether your financial planning goals include investment management, tax reduction, retirement readiness, business analysis, risk management, estate planning, education savings, or philanthropy, our experienced financial advisors help clients put the pieces of their financial puzzle together.

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Expert Financial Advice

With a combined total of 137 years of experience, our financial advisors provide clients with custom tailored financial planning solutions.

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Personalized Roadmap

At every life stage we are a partner who helps you plan for accumulation, protect what you’ve worked hard for, and pass a legacy on to the next generation.

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By delivering fee-based advice, you can be confident our financial advisors and professional team won't surprise you with commissions or hidden fees.

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Our mission is to inspire people to reach their financial dreams

The 3P Approach to planning forms a single foundation from which the seven pillars of financial success are managed. The services within these seven pillars help ensure your plan evolves at every stage of your life.

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Our Blog

As industry specialists, our financial advisors cover a wide range of financial planning and investment management strategies, as well as the latest market news and information. Check out our most recent articles:

What Happened to Bond Prices?

What Happened to Bond Prices?

Posted on May 16, 2022

Presented by Ben Murphy, CPA, PFS™:  If you’re a fixed income investor, there’s bad news—and good news. The bad news: so far this year, rising interest rates have caused bond prices to fall and led to declines for most fixed income investors. You may be wondering what caused this decline and what may be expected

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Bright office with formally-dressed managers gathered around a large table, with their smiling boss speaking about a successful family transfer of the business.

Successful Family Transfer of Your Business

Posted on May 10, 2022

Family transfers can cause problems when owners and families hold disparate views about the business and estate. By Kris Maksimovich, AIF®, CRPC®, CRC®: Your business plays a large role in supporting your family’s lifestyle and financial security. In fact, many small business owners hope their children will one day become interested in joining. Sole proprietors

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Senior older female executive CEO and happy multicultural business people discuss private foundation at boardroom table.

Understanding Private Foundations

Posted on May 2, 2022

Presented by Kris Maksimovich, AIF®, CRPC®, CRC®:  A private foundation is a tax-exempt entity established by an individual, family, or corporation for charitable purposes. Private foundations are overseen by a board of directors or trustees responsible for receiving donations, managing and investing assets, and making grants to other charitable organizations. The board is also responsible

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