Your guide includes:
- Considerations for handling the psychological impact of a windfall
- Important do’s and don’ts before making any moves
- Strategies to consider to help make the most of your money.
Our Services
Certain services provided on an educational and guidance basis only.
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Independent Financial
Advisory Firm 7 years in a row2018-2024
Awarded each September by Barron’s, based on data within a 12-month period.
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Managed Account Provider for
Workplace Retirement PlansListing published 1Q 2025 and is based on Dec. 31, 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
Our Team of Wealth Planners Provides Clear Advice With Your Goals In Mind
We do what’s right for you — always. We are your financial advocate, and when it comes to investment advice, we always put your best interest first.
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1.3
MILLION CLIENTS
Firm stats as of September 30, 2024
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$293
BILLION IN CLIENT ASSETS MANAGED
Firm stats as of Dec. 31, 2024
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360
FINANCIAL PLANNERS
Data as of December 31, 2023