Our Mission
Our mission is to guide each client’s financial journey to retirement and beyond.
Our Values
We are a trusted and friendly local firm that specializes in retirement planning and personalized wealth management services.
We take our fiduciary* responsibility seriously as stewards of your investments and dedicated partners to helping you strive towards your life goals.
We take a client-centered approach to our work and look for every opportunity to educate and support your financial understanding.
We are leaders in our industry and hold ourselves to the highest standards, providing you with objective guidance and open communication about your financial plan.
Our Experience
An oak seedling’s growth into a solid, dependable oak tree is at the heart of our approach to wealth management and retirement planning. We have enjoyed guiding so many journeys to a happy retirement.
Our experience analyzing the markets spans over numerous economic cycles. Market swings are nothing new or surprising to us. We respond to them as we always have, with strategy, confidence, and composure.
Our knowledge and insight guide the composition of our investment portfolios with a goal to keep them flexible and sustainable. Our first priority has always been to help our clients grow and preserve their assets.
Our Independence – Why That’s Important to You
Our independence means we can offer our clients impartial investment counsel because we are not linked to any proprietary products. We act as your fiduciary*, guarding your best financial interest. What that means is that unlike some of the big Wall Street firms, we are not tempted to push in-house or commissioned investment products because they are more profitable or because our trading desk has an oversupply of a certain issue.
Many investors still find it difficult to decipher the various financial terms used to describe advisors and what they do. We try to bring clarity to an otherwise muddled picture by confidently stating that we always place the best interests of our clients first. We represent Main Street, not Wall Street.
Our advisors are Registered Representatives with the national, independent broker-dealer – LPL Financial. That affiliation gives our clients access to LPL Financial’s renowned array of services, including comprehensive technical analysis and market research.
*Fiduciary capacity is for advisory accounts only.
The History of Our Building: 2 Ranch Drive!
Our Clients’ Trust
We recognize the profound responsibility associated with managing your portfolio. Our clients trust us for candid advice that puts their interests first. We sit at the same table and invest in many of the same recommendations we make to our clients.
Many of our client relationships extend through multiple generations.
“Our clients can expect us to be there throughout their life — to celebrate the best times and to walk side by side through the hard times.”
-Tim Russell