We see ourselves in the people we serve.
We see their hopes for the future and their daily concerns. We know what keeps them up at night and what keeps them going all day. We realize who they are truly working for – their kids, their families, their passions and their goals for the future.
We get all the motivation we need from the clients we serve – people who live among us, work hard, care deeply for their families and want to accumulate wealth not just for the sake of wealth, but for having the means to provide for those they care about most.
It's what drives us to apply our experience and credentials to creating financial strategies that can help enable purposeful lives to go according to plan.
Comprehensive Planning
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Information & insight
Lessons from the past, strategies for the future
Is your business a solo show? Learn about owner-only 401(k) plans
Enhance your corporate giving strategy with a donor advised fund
Saving for K-12 education with a 529 plan
Fixed Income In Focus: 2025 Mid-Year Recap
Lessons from the past, strategies for the future
Is your business a solo show? Learn about owner-only 401(k) plans
Enhance your corporate giving strategy with a donor advised fund

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- T: 765.298.6900
- TF: 888.846.8165
- F: 765.497.5481
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