My wife, Jean, and I founded this firm in 1987 to upend the traditional practices of the financial industry. We'd be honored to serve you and help you move your personal finances forward.Read more about our story
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We're the nation's #1 Independent Financial Advisory Firm.According to Barron's
- In 34 years, we've grown to
- 150+ locations nationwide
- More than 1 million people have trusted us with
- $260 billion in assets
- We always serve our clients' best interests
- One person at a time As of December 2020
Nation's #1 Independent Financial Advisory Firm
Top U.S. Registered Investment Advisers
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Comprehensive financial services
We provide planning and advice through a relationship with a local financial advisor. Our experienced advisors provide advice on financial topics and can create a personal financial plan and investment strategy for you that can adapt to changes in your life. We’re also the largest independent provider of advice to 401(k) plans, including 123 of the FORTUNE 500.
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When you work with us, you get a lifelong partner – a dedicated financial advisor who’ll provide expertise and guidance to create a personal financial strategy that’s designed for you.