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Whether you are a professional, small business owner, individual, or family, we guide you through your financial journey. We meet you wherever you are and consistently strive to provide individualized, informed, and intentional financial services to meet your life goals. We care about your financial well-being, and your needs always come before ours. By creating a comfortable experience, we strive to establish a trusting and enduring relationship with you – financial planning should not be a stressful experience! We have a highly experienced team with a lot of personality.
We treat each of you as a real person, not a transaction. By listening intentionally we are able to:
We are educators at heart. We share our expertise to help with your financial planning. Through data gathering, analysis, and guidance, we create a road map that leads you to the level of financial comfort that you seek. We make financial planning understandable.
Your savings and investment portfolios are part of a complex web woven over time. You may have used different financial products at different times for different reasons from different people — and therefore, don’t have any measure of a coordinated household financial plan. Our goal is to create value by leveraging our team and our technology to coordinate and optimize your assets, accounts, and the products that make up your portfolio. This enables you to deal with critical life moments and the evolution of your financial life more peacefully.
We offer recommendations that are in your best interest, not ours. We help you prioritize actions that represent the best chance for you to meet your financial goals. We want you to be successful, however you define it.
We don’t operate like typical advisors. We have a physical “hang out” space at our office where we can enjoy spending time with you and getting to know you. We encourage you to stop by our office anytime just to hang out, and we enjoy hosting client events and participating in community service days. While finance is not normally deemed a “fun topic,” we try and make it as fun, engaging, and as meaningful as possible.
Trust is quality earned, not given. Kevin and Jake are each CERTIFIED FINANCIAL PLANNER™ professionals and as such abide by the CFP Board’s fiduciary standards. “A fiduciary adviser acts solely in the client’s best interest when offering personalized financial advice. We strive to adhere to this standard which is one way we continually earn your trust.”
As independent financial advisors, our recommendations aren’t influenced by sales incentives. We have partnered with Commonwealth Financial Network; the largest privately held brokerage firm in the United States. Founded in 1979, Commonwealth has made it their mission to help people. They are inspired to empower the goals and dreams of everyone connected to Commonwealth, including their advisors, clients and 775 Commonwealth staff. Unlike many of the Broker/Dealers in the industry, Commonwealth has remained an independent organization, owned and controlled 100 percent by its 11 managing principals.
We provide context, interpretation, and the customized application of a vast array of financial information and products for our clients’ unique circumstances. By combining knowledge, experience, and integrity, we assist our clients in attaining their life’s goals and dreams.