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Welcome To Our Virtual Platform

Our journey to establish a virtual platform was really driven by our clients. When the firm first started in January 2000, like most investment firms, 90% of our clients were within a 100 mile radius of our home office. As our clients began to move to different states due to retirement or career changes, they wanted to retain us as their financial advisor. With all of the easy to use video conferencing tools like FaceTime, Webex, and Joinme, we realized that we were able to continue to conduct meetings with our clients, review their accounts, and present financial plans as if they were still sitting across the table for us. The experience was so positive for our clients that we decide to develop a formal virtual platform to enable us to work with clients all over the United States.


Our virtual services have been customized to meet the specific needs for each of our three core services:

Financial Planning

Employer Sponsored
Retirement Planning

Investment Management

All of our services start with a complimentary consult.