We are in our 27th year of providing comprehensive financial guidance to university professionals. Our clients receive personalized investment advisory, financial planning, and tax and estate planning services from our firm.
We founded our firm in 1994 to work with university faculty and staff. Since then, we have grown from a regional firm to one with clients in multiple professions throughout the U.S.
Our focus is to work hard and transparently as an advocate for our clients. These two characteristics have helped us create long-term trusting client relationships.
We feel that we are educators as well as investment advisors– we help you understand the actions taken and why. All of which are essential to attain peace of mind and instill trust in our firm.
Whether you're seeking a financial planner or just a second opinion, our advisers are here to help. Please complete the form below and one of our advisors will contact you to schedule a virtual consultation.
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