Frequently Asked Questions

Who are you?

Our experienced financial planners provide advice on how to make the most of your savings and grow your investments, as well as strategic guidance on building cash resources, maximizing your Social Security benefits or answering any question you have about your personal finances. We’ll listen first, then create a plan for you to help achieve your financial goals. 

How long have you been in business? 

We have been educating consumers and serving clients since 1987.

What service do you provide?

We provide financial planning and investment management services to individuals and families as well as institutional clients. Although we're best known for managing our client's investments, we also can provide our clients with professional guidance in all areas of personal finance, including college planning, retirement planning, home ownership, mortgages, insurance and estate planning.

Who are your typical clients?

We serve individuals and families from all across America. Because we have built such a strong team of talented, experienced advisors, we have the expertise you need, whether you are young and single just starting out, or head of a large family and a business owner or executive. We are as proud to help people with a small amount of money as we are to serve those who have invested millions of dollars with us.

We also serve small businesses, nonprofit and religious organizations and charities, trade and professional associations, corporations, foundations and endowments, community groups and service organizations, and colleges and universities. Because we are one of the largest advisory firms in the nation, we have talent, experience and expertise in-house to solve most any client's needs.

What can you tell me about your financial planners?

The advisors on our team are talented and experienced in the field. All are licensed and hold various certifications, and we all undergo ongoing training and continuing education courses annually. 

And just as important, we are skilled listeners who take the time to understand your unique financial concerns in order to give you the personalized advice and recommendations that can help you achieve your goals.

What do I need to be able to work with you?

In order to begin a Wealth Management relationship, you typically need to satisfy only one of the following requirements:

  • Have investment assets of at least $100,000

  • Expect to have an investment portfolio of $100,000 within a foreseeable time

  • Anticipate the sale of a large asset

  • Be an immediate family member of a client with portfolio