Our Mission Statement

Our business is the financial well-being and security of our clients.  With that in mind, we provide proactive and prudent advice aimed at helping our clients gain a clear understanding of where they are, where they are going, and how to get there.

We Believe That

  • Successful investing is a long-term process, not a series of transactions or short-term events.
  • Clients deserve customized investment strategies that are tailored to their specific situations.
  • Financial planning should simplify, not complicate, the lives of our clients.
  • Wealth management is a full-time business, not a hobby.
  • Maintaining appropriate investment risk is as important as maximizing portfolio returns.
  • There are no quick fixes, hard work and smart planning get the best results.
  • Emotional decisions should not replace rational judgment.
  • Independence matters.  And the ability to offer clients financial products and services from across the financial services industry is paramount in making investment and insurance decisions

Our Core Values


Our most important product is integrity, and developing our clients' trust represents the cornerstone of our business. Our clients can rest assured that we:

  1. Always place our clients' interests above our own.
  2. Strive to deliver objective, independent, unbiased financial advice. 
  3. Are not required to recommend proprietary investments.



Quality drives all that we do. Quality is not perfection, but rather, the relentless pursuit of a standard of excellence. We display this by:

  1. Analyzing investment alternatives to identify a history of competitive performance.
  2. Providing thorough, easy-to-understand recommendations and research results.



Ultimately, it is the quality of our investment advice that represents value to our clients.
We are committed to increasing our level of professional competence by:

  1. Consistently investing in professional training and development.
  2. Investing in and utilizing the most advanced tools and recent technology available.



We are committed to delivering excellent customer service at all times.
Our clients can expect:

  1. Our focus to be on building a long-term successful relationship.
  2. Nothing less than the most courteous and respectful conduct from everyone associated with our firm.
  3. Timely and efficient resolution to every inquiry or concern.
  4. Caring, personal attention to their individual needs and circumstances.



Our success is built on trust. We will honor our clients' privacy by:

  1. Releasing confidential information to their other professionals only after proper authorization.
  2. Maintaining complete and secure client records.