We're the nation's #1 Independent Financial Advisory Firm.
According to Barron's
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.
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
2020
Nation's #1 Independent Financial Advisory Firm
2020
Top U.S. Registered Investment Advisers
How can we help you?
(Select all that apply)
By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.
2 of 6
When would you like to retire?
By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.
3 of 6
Please estimate your total investable assets.
Why is this important?
This helps our advisors create a plan that's uniquely yours.
By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.
4 of 6
Let's find a financial advisor near you.
Please enter your ZIP Code below.
By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.
5 of 6
Please enter your name.
This is so we know who we're talking to.
By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.
6 of 6
Let's connect.
You'll talk about next steps with an experienced financial advisor.
By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.
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.
Plan for your future – starting right now
Schedule your free, no‐obligation consultation.
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.