The Value of Responsibility

Values-Based Planning™

  • We design personalized financial plans according to the core values you hold. 
  • Your financial priorities can change, and you deserve a plan that can evolve with you.
  • As questions or fears arise, Ross and Mary coach and empower their clients with resources and sound advice.

A Fiduciary Duty

  • As a CFP® practitioner, Ross is held to the highest standard of service in the industry.
  • Not all advisors are obligated to put their client’s interests first – Ross & Mary will never sell you a financial product you don’t need. 
  • Simply put, we put you first, every time.
Ross, Mary, and their family enjoying the sunset at the beach, sitting together on the sand with the ocean in the background

We specialize in creating an approach that strives to address your individual situation.