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What Makes Us Different


Taking a Holistic

Our holistic approach integrates your investments with financial planning techniques to help guide you towards financial independence.
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Investing for Your Future

As the financial landscape has grown in complexity, we believe a flexible and tactical approach to investing is necessary to help reach your goals.
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Putting Your
Interests First

While there are many qualified financial advisors, only advisors held to a fiduciary standard are required to put your interests above all else.
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Featured Blog Posts

Baby on the Way? Some Financial Must-Do’s Before Your New Arrival

by Megan M. Logee on October 8, 2015

I’m now only about a month away from the arrival of our first-born and while I feel as though my pregnancy as a whole has flown by, this last week or so seems to be moving at a glacial pace. ...

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Mixed Messages and the Q4 Stock Market

by Betsey A. Purinton, CFP® on October 5, 2015

Talk about mixed messages! First there is the economy itself. For most of the year, the data has been positive (housing, labor, consumer spending, credit availability, inflation, etc.). However, it is not unusual for a negative indicator to be released...

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The Quest for the Best Investment Advice

by Christine H. Canapari on September 28, 2015

There are so many financial “experts” out there these days making recommendations that it can be difficult to sift through all of them to find the advice that is right for you.  It seems that people are always looking for...

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