Broker Check
Case Studies

Case Studies

Not sure of the value a financial advisor could bring to your life? Check out our client-inspired stories that break down their primary goals, the challenge, and our solution.

Read the Case Studies
Values-Based™ Financial Planning

Values-Based™ Financial Planning

Your values determine our strategies for a truly holistic approach to financial health.

Learn More
What We Do

What We Do

Learn more about what we do, the financial services we provide and who we serve.

Learn When To Plan
Partner With a CERTIFIED FINANCIAL PLANNER™

Partner With a CERTIFIED FINANCIAL PLANNER™

With more than 41 years of experience in the financial industry, Ross aims to follow the CERTIFIED FINANCIAL PLANNER™ standards to ensure your portfolio is managed for your benefit at all times. 

Meet Ross, Mary, and the rest of the team!

Our Financial Planning Services

Investment Management

Investment Management


Learn more
Retirement Planning

Retirement Planning


Learn more
Risk Management

Risk Management


Learn more
Estate Planning

Estate Planning


Learn more

Tell Us How We Can Help You Today

Thank you!
Oops!
Charitable Giving: How Small Business Owners Can Make a Big Impact

Charitable Giving: How Small Business Owners Can Make a Big Impact

Charitable giving is an excellent way for businesses to help others while taking advantage of additional tax breaks.

A Beginner's Guide to Tax-Smart Retirement Withdrawal Strategies

A Beginner's Guide to Tax-Smart Retirement Withdrawal Strategies

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving.

Retiring as a Small-Business Owner: What to Know Before You Go

Retiring as a Small-Business Owner: What to Know Before You Go

The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks. 

5 Social Security Benefits You Might Be Missing Out On

5 Social Security Benefits You Might Be Missing Out On

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment. 

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



Thank you! Oops!