01. About Us

Our financial advisors are real experts who provide real advice, share your work ethic and make a true financial difference in your life. We have been putting clients’ interests first since day one.

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02. Our Philosophy

Our mission is to provide holistic and straightforward financial advice and be an essential partner to you by leveraging our experience, expertise, and passion for service to help you develop the confidence to pursue your ambitions.

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03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Honored to be recognized in Forbes

Our team is committed to helping our clients achieve their financial goals. We’re honored that Forbes has recognized this dedication by including Jim and Bobby in the 2025 Best-in-State Wealth Advisors list. A big thank you to our team and loyal clients for making this recognition possible.

We deliver holistic, insightful and experienced advice to help you align your life and financial goals.

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Blogs

The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result: your brain hijacking your long-term investment strategy. If you've ever felt paralyzed by market highs or panicked during market lows, you're not an outlier. You're human. The brain’s wiring is great for responding to immediate danger, like avoiding a snake. But that same instinct can...
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.” 1 All-time highs have an interesting effect on investor behavior and psychology. Many investors can feel a nagging voice that whispers "wait for a better entry point" when markets are climbing. It's human nature to want to buy low and...