Serving the Community Since 1951

Our firm has been a part of the community for over 70 years, and we have helped generation upon generation of local families achieve their financial goals. We pride ourselves on providing customized financial advice and wealth management services for our clients. While managing your assets as a fiduciary, we take our role very seriously. Our highly qualified team includes two CERTIFIED FINANCIAL PLANNER™ professionals and a Chartered Financial Analyst® charterholder. We offer a full range of financial products, including tailor-made portfolios, mutual funds, stocks, bonds, annuities, life insurance, 529 Plans, 401(k) Plans, 403(b) plans, SIMPLE IRA plans, long-term care insurance, and more. We do much more than manage our clients’ money. We help them build a path to financial success and realize their life goals through ongoing education and behavioral coaching.