An integrated and personalized path to financial planning
Wealth strategies built for what you want to achieve.
A financial partner for your entire life.
Effective financial planning is about more than just choosing the right investments; it's about choosing the right financial partner. To build on your momentum, you need a modern wealth management relationship. Your planner coordinates your financial life to plan for opportunities to grow your wealth.
-
145+
Offices Nationwide
Firm stats as of December 31, 2022
-
$246
Billion in Client Assets Managed
Firm stats as of March 31, 2023
-
#1
Independent Financial Advisory Firm Five Years In A Row
Awarded each September (2018-2022) by Barron’s, based on data within a 12-month period. Compensation paid for use and distribution of rating.
THIS IS WHAT GUIDES US
- Independent, fiduciary investment advice that always puts your best interests first
- A lifelong partnership dedicated to creating and revising your plan as your goals evolve
- An integrated approach based on the collective experience of our planners
- Objective counsel from planners who don't earn commissions
- A core belief that everyone deserves to move their financial life forward
- Wealth management that seeks to balance maximixing returns, structuring for tax-efficiency and mitigating risk
A relationship built for a lifetime
Your relationship with us goes beyond managing investments. Your planner has the experience - and the understanding - to help you navigate difficult financial conversations. How much do you need for retirement? What are some ways to help minimize taxes on your investments? How do you strengthen your legacy to provide for your loved ones? The moment you choose us, we strive to keep you moving forward.
An integrated approach to wealth management
To help maximize your wealth, your financial life — investments, taxes, insurance, retirement and estate planning — must be wired together. Your dedicated financial planner can coordinate with a team of experts to connect those different pieces into a cohesive view so you can unlock new ways to help build, grow, protect and preserve your wealth.
THE VALUE OF MEETING WITH A WEALTH PLANNER
We're uniquely focused on modeling both the risk and return potential of each piece of your financial plan -- we know this takes more than a presumptive, one-size-fits-all approach. We start by evaluating your entire picture, looking for opportunities to adjust and rebalance based on your goals.
