About Us

Our mission is to help individuals and families, foundations, and institutions realize their financial goals.  

For individuals and families, we offer counsel in the areas of:

  • Financial Goal Setting
  • Cash Management
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Business management
  • Estate / Trust Administration

For foundations and institutions, we offer counsel in the areas of:

  • Fiduciary Duty
  • Asset Allocation
  • Investment Selection
  • Investment Implementation

Our clients include individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations.  We have been serving families since 1974 and non-profits since 1994. 

We take great pride in our work and are pleased to have maintained many long-term relationships with clients.  

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