Broker Check

Defining Designations

CFP

Certified financial planners (CFPs) are professionals who have met the rigorous requirements of the CFP Board, which include education, examination, experience, and ethics. Being CFPs means that we have a fiduciary responsibility to prioritize our clients’ financial well-being.

AIF

Accredited Investment Fiduciaries (AIFs) are professionals who have earned a certification demonstrating their expertise and commitment to adhering to a high standard of investment fiduciary responsibility and ethical conduct.

CPA

Certified Public Accountants (CPAs) are professionals certified for their expertise in accounting and dedication to ethical financial standards. As fiduciaries, we are obligated to act in the best interests of our clients, prioritizing their needs and financial goals above all else.

EA

Enrolled Agents (EA) are federally-authorized tax practitioners who have demonstrated technical expertise in the field of taxation. This is a certification given after rigorous examination. It’s a fiduciary duty where we are required to always act in the best interest of our clients.

FPQP

Financial Paraplanner Qualified Professionals (FPQPs) are individuals certified for their expertise in financial planning and their commitment to upholding ethical standards in the financial industry. As professionals in this field, we adhere to a fiduciary duty, placing the best interests of our clients at the forefront, and prioritizing their financial needs and goals above all other considerations.

RFC

RFC, short for "Registered Financial Consultant," designates professionals with advanced knowledge in financial planning. RFCs are committed to upholding ethical standards and operate under a fiduciary duty, ensuring that their clients' financial well-being and objectives are their top priority. They play a crucial role in helping individuals and families make informed financial decisions and achieve their long-term financial goals.

Our Approach

Our unwavering integrity and dedicated team service, along with our proven culture of success, are the foundation upon which we build trust and forge lifelong, meaningful friendships.

Our Approach

Our Team

Our team of invaluable partners provides personalized, proactive services, fostering confidence and clarity throughout your financial journey.

Meet Our Team

Contact Us

Are you ready for a specialist financial advisor who will  navigate the financial terrain every step of the way?

Let's Talk