A FULL SERVICE FINANCIAL CONSULTING FIRM

Today's investment climate offers unprecedented opportunities.

Our mission is to help clients take advantage of those opportunities by providing them with three key tools.

CLICK HERE TO LEARN MORE

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Cindy Havenhill, MBA | CFP®

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

LPL Financial

LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

Research

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

Have a Question?

Our investment advisors would be happy to answer any questions you have about your financial situation.

Happening Now

The Greenback Comes Back

The Greenback Comes Back

Things are looking up for George Washington, as the dollar has staged a solid comeback after losing nearly 10% in 2017 and an additional 4% in January.

read more
Market Update | May 23, 2018

Market Update | May 23, 2018

Is Turkey a canary in the coal mine? Turkey’s currency, the lira, has lost over 20% versus the dollar since the start of the year and dropped as much as 5% overnight.

read more

emailicon

Sign Up to Receive Our Newsletter