Vision. Mission. Values.

Our Mission

Delivering peace of mind in the midst of chaos.

Our Core Values

  • Act with Discernment

    The definition of wisdom is “knowledge coupled with sound judgement.” With over 90 years of collective experience, we leverage this immense knowledge in the discernment and execution of each strategy and tactic.

  • Invest in Relationships

    There are few things more personal than your finances. We believe that investing in relationships with our clients builds trust and is a foundational necessity for peace of mind.

  • Be Unconventional

    Financial peace of mind is rooted in objective and proactive investment tactics. We believe that the best tactics are crafted when viewing the financial markets through a distinct, and oftentimes unconventional, lens.

Our Vision

Financial Peace

For a life to be fulfilling, you have to be present, physically and mentally. We envision a community where families and households are financially empowered to live and pursue whatever happiness looks like to them. Few things in life distract greater than finances. Income, debt management, household budgets, etc., it all matters and can lead to security or insecurity. The path will look different for each of us but with the right support, it is achievable.

Joy + Life

No matter who we are, we only get this one life. One life to experience hope, joy, happiness, and, yes, troubles and challenges too. For each client with whom we partner, in a small way, we are traveling this journey together. As a family-owned firm, we understand the burden that personal finances and investing can have on a household and the joy that can be stolen all too frequently by worry. Using our particular expertise in this area, those joy-stealing worries are minimized so that we all may live life and live it abundantly.

Client Advocates

Our focus is, and always will be, our clients. Most of our client relationships begin with referrals and there is no greater compliment. Once you experience the peace of mind that comes from knowing your finances are evolving with purpose, you can’t help but share it with others. As we fulfill our vision of financial peace, each client who is willing to share their journey to success with others expands that sphere of influence, bringing us one step closer to better lives and communities.