Most people assume financial planning is simply about the money. Of course this is a critical component, yet there is more to it than that. It's really about you, your values, your family, and your relationships. From our very first meeting, we encourage you to articulate what is most important to you. As we work through this process, a clarity and direction emerge that will set a course toward addressing the financial goals desired for you and your loved ones, in pursuit of the life you envision.
Your team of financial advisors, dedicated to always placing your interests first.
We free up your time to take care of the important things in life.
We enjoy building trusted relationships that span generations.
We believe in placing our clients' best interests first, therefore, we are proud to commit to the following five fiduciary principles:
J. D. White CRPC®, AAMS®
David Richey CFP®, ChFC, CRPC™
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.