Serving the Community Since 1951

Our firm has been a part of the community for over 70 years, and 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 PLANNERS™ 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.