Your Partner in Planning Your Financial Future

We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals.

Our Vision

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To be the premier resource of financial information and advice for our clients

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To be innovators in financial planning strategies

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To provide an encouraging atmosphere for our advisors and staff to thrive

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To inspire philanthropy

Using our knowledge, skills, and resources to help you increase
your capacity to live and to give.

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Our Services

We specialize in retirement, investment, and insurance planning for individuals and small businesses.

Financial Planning

We’ll develop a customized plan unique to your situation.

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Retirement Planning1

Create a coherent plan for you retirement and investment accounts so they complement each other. Investing for growth is different than investing for income.

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Wealth Management

Wealth is more than just your savings and investments. It’s more than just making your money grow.

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Insurance Planning

Identify areas of risk and develop a plan to address them. This includes coordinating life, disability, and Long Term Care insurance policies and strategies.

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Corporate Retirement Plans

We can help design, install, and monitor a retirement plan for employees and business owners.

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Did You Know?

We donate 5% of our gross revenue to support philanthropic causes. We will work with you to build a significant legacy for your loved ones and the causes that matter to you.

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What’s Happening in the Market

Market Commentary: A Year of Red

November 22, 2022 | Victoria Bogner, CFP®, CFA, AIF®

It’s hard to believe that 2022 is nearly over.  In some ways, it went by in a blink.  In other ways, it feels like we’ve been stuck in the year 2022 for […]

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