Financial planning and investment management with a professional financial advisor who is ready to help you reach your goals and dreams


Life is complicated enough, your financial planning shouldn’t be

As Seen In

Forbes Best in State Wealth Advisor 2021 List
US News & World Report
Kiplinger Contributor
Yahoo Finance

Personalized financial planning with our 3P Approach©

View Process

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.

Expert Financial Planning Advice

Expert Financial Advice

With a combined total of 100 years of experience, our financial advisors provide clients with custom tailored financial planning solutions.

Global Wealth Advisors Personalized Wealth Management Roadmap

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.

Simplified Fee-Only Financial Advisors

Simplified Fees

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

Financial Planning with Experienced Financial Advisors

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.

View Services

Meet Our Financial Advisors

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:

Key Planning Dates

Key Planning Dates

Posted on November 22, 2021

Presented by: Michael G. Wendlandt: To help you manage your finances throughout the year, we’ve put together a list of important financial planning dates. You can enter them into your calendar, where you can also set up reminders to keep you on track. To help ensure that you stay on track, be sure to speak

Read more
Should I Wait to Start My Social Security Benefits?

Should I Wait to Start My Social Security Benefits?

Posted on November 15, 2021

Presented by Dean Elliott: Deciding when to begin taking your social security retirement benefits can be difficult because there are many factors to consider. Even if you plan to keep working, social security benefits are available to most workers as early as age 62, but you can delay collecting up until age 70 or choose

Read more
Transitioning into retirement text on highway background

Transitioning into Retirement

Posted on November 8, 2021

Presented by Ben Murphy, CPA, PFS™: As people retire healthier and better educated than ever before, the traditional picture of retirement is changing. Many retirees aren’t ready to settle for an unstructured life full of Sundays. Instead, they’re busy pursuing their passions, going back to school, joining the Peace Corps, starting new businesses, traveling to

Read more