Your Values. Our Expertise.
You have strong values that guide your everyday life; you should be able to incorporate them into your financial decisions and strategies, too.
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.
Values-Based™ Financial Planning
Your values determine our strategies for a truly holistic approach to financial health.
What We Do
Learn more about what we do, the financial services we provide and who we serve.
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
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
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
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
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.