Our firm is completely independent, so our loyalty belongs exclusively to our clients. Our independence enables us to establish relationships with top financial service providers.

For our brokerage business, we have aligned with LPL Financial. As the nations leading independent brokerage firm*, they provide:

  • Independent, unbiased research
  • State-of-the-art technology
  • A wide range of best in class investment products
  • Comprehensive training and support

We also maintain relationships with many highly rated insurance companies, whose products we leverage to create customized client portfolios.

Please call us if you have any questions about our firm or the range of financial products and services we provide.

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2009.