Our Growth Story

Where We Started

We founded our privately held national advisory firm in 2006 with one location, just seven associates and $300 million in assets under advisement,1 initially offering clients wealth planning and then adding services including tax planning and insurance solutions, under one roof. We began with a mission to always put clients first, associates second and shareholders last, and that mission continues to guide us today.

Where We Are Today

We continue to provide 360° wealth management to individuals and businesses located across the U.S. We’re driven to improve the lives of as many people as possible by helping them create a secure financial future. We do that by reaching our clients in different ways including a platform we created for independent advisors who rely on our teams to enhance the wealth planning services they provide to individuals.

Where Are We Going?

To help as many people as possible navigate their financial future, we are always looking at ways to expand our teams as well as our wealth management services and solutions. One way we’re doing that is by continuing to add talented wealth advisors so we can, in turn, support more clients at every stage of their personal and financial life.

Our Locations

As we’ve grown through the years, it has been with the mission to put our clients first. We’re committed to helping as many people as possible achieve their goals by offering 360° advice.

Contact Us