facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck


About Us

Being There When Our Clients Need Us The Most

It's not easy finding a financial advisor who put's their client's interest ahead of their own.  Our corporate Ethos can be summarized as follows.

Professional Fiduciary

As a professional fiduciary we are compensated to act in the best interests of clients with care, skill, prudence and diligence.     


Our success has as much to do with attitude as aptitude—what’s in our hearts, not just our heads. Our success depends on our team members and how they care for each other, for our clients and our community. 


To provide fully for our clients, we need to make sure they trust us and this trust is represented by being a responsible company in all aspects of what we do.


We believe it is our obligation to help clients consistently meet their financial objectives on a timely and cost-effective basis.  We earn their trust, confidence and respect by adhering to core values, which include:

  • Excellence in client service and overall work product
  • Meeting and exceeding clients' expectations
  • Teamwork within our firm and with clients to foster positive financial outcomes 


Contact us today to learn more. And see how a black-and-white agenda can help you achieve a full spectrum of financial goals.