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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.

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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

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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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