Getting Started

Many things in life are difficult.  Getting started with us is not one of them.

Sproutlette-2We guide prospective clients through an informative Discovery Meeting to help them identify opportunities to better manage their wealth. Our process is designed to help you regardless of whether or not you become a client. We want to demonstrate value to you from the start without it costing you anything.  We approach the Discovery Meeting open-minded, realizing that neither of us will know if it makes sense to work together until after the meeting. At that point, we can both decide whether to do business together.

Should you decide to become a client we take care of all the paperwork and account setup.

We understand that your time is valuable and we work hard to make the transition simple and easy for you.

To request information or schedule a no-obligation discovery meeting simply click HERE

 

Certified Financial Planner Board

CERTIFIED FINANCIAL PLANNER™ certification is recognized as the standard of excellence for competent and ethical personal financial planning.

Financial Planning Association

Members commit to objective, client-centered, and ethical financial planning.

Financial Times 300

The Financial Times presents the FT 300 as an elite group. This identifies the industry’s best advisers while accounting for the firms’ different approaches and varied specializations.

Paladin Registry

Paladin Registry provides comprehensive data on financial advisors’ credentials, ethics, and business practices.

MD Preferred Financial Advisor

Financial advisors that are uniquely qualified to work with medical professionals.

2014 Five-Star Professional

The Five Star award goes to professionals who provide exceptional service to clients.

Investor Watchdog

Investor Watchdog researches and monitors high quality advisors.

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