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

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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:

How to Stay Safe in a Winter Weather Emergency

How to Stay Safe in a Winter Weather Emergency

Posted on November 22, 2022

As you tackle that annual prep, it’s also a good time to ensure that you’re ready for a winter weather emergency. Presented by Ben Murphy, CPA, PFS™: As the year winds down and December holidays approach, many Americans are bracing for a blast of extreme cold. Depending on where you live, you might face freezing

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Protecting Your Personal Email Account is Depicted by Letters flowing in and out of an email.

Dos and Don’ts for Protecting Your Personal Email Account

Posted on November 21, 2022

If you think about the number of emails you send and receive each day, it adds up to a great deal of exchanged personal information. Presented by Michael G. Wendlandt: Not only do we write back and forth to friends and acquaintances via email, but we also conduct personal business with banks, credit card companies,

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How to Select a Financial Aid Package with Young worried woman asking for help.

How to Select a Financial Aid Package

Posted on November 7, 2022

Once you’ve applied for financial aid, you will receive a letter from the school’s financial aid office outlining the award offered. This financial aid package is intended to help you fill the gap between your ability to pay for college and the cost of attendance. Presented by Tom Kennedy, CFP®: Award Letter Basics Financial aid

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