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Who We Serve

We provide comprehensive wealth management and consulting services to those seeking a genuine relationship that a trusted advisor can offer. 

Our Clients

For decades, we have been privileged to serve a diverse group of individuals, business leaders, retirement plan sponsors, and non-profit organizations throughout the country. 

Individuals

We provide comprehensive wealth management services to individuals, families, business leaders, and professionals with the objective of helping them achieve their financial goals. We endeavor to help our clients build lasting legacies upon a foundation of sound financial stewardship.

Business Leaders

As an employee-owned company, we actually understand entrepreneurs and business owners. We seek to build long-term relationships by leveraging our experience, broad range of advisory services, and connections to provide you with the kind of strong, unbiased guidance we seek for ourselves.

Retirement Plan Sponsors

Recognizing the importance of providing effective retirement plan solutions, our retirement plan services team helps business owners meet their fiduciary obligations, educate plan participants, and incorporate industry best practices with the goal of improving the lives of employees and their families.

Non-Profit Organizations

We are proud to help the caring individuals who are committed to philanthropy and education in communities across the country. Our extensive experience working closely with non-profit organizations allows us to offer advisory services that extend well beyond investment management alone.