When you establish a professional relationship with a financial advisor you want to make sure your values, goals, and priorities come first.

Below are the 4 principles that drive the interaction we have with our clients.

  • No Pressure: Our goal is to make sure you have not felt pressured or sold.  If we develop a business relationship — we want the relationship to have developed naturally.

  • Impartiality: You will get 100% of our attention.  Our goal is to treat every client the same, no matter the size of your portfolio.

  • Knowledge: We pursue excellence with a passion for ongoing learning brings to your investment decisions and financial understanding.  This knowledge may help you feel more confident that your money is being carefully invested not only for smart growth, but also for managed risk.

  • Approachability: We create a comfortable atmosphere where you are free to learn and ask questions.

Our team is committed to making sure your money is handled properly and that you are on the path to pursuing your financial goals. Give our office a call to schedule a time to evaluate if our process can help you.

Try the below tool to see how you compare

ING Compare Me - consumer tool that lets people compare their own financial situations and outlooks with their peers.