Life is complicated enough, your financial planning shouldn’t be
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.
With a combined total of 137 years of experience, our financial advisors provide clients with custom tailored financial planning solutions.
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.
By delivering fee-based advice, you can be confident our financial advisors and professional team won't surprise you with commissions or hidden fees.
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.View Services
Meet Our Financial Advisors
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:
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 expectedRead more
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 proprietorsRead more
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 responsibleRead more