Our firm was founded by a woman, and many of our clients are women – with varying goals from saving for a child’s college education to planning for retirement. For two generations, we’ve successfully helped them and their families manage their finances to live the lives they want by asking three questions:

• Why do you invest?
• What is the life you envision?
• How can we help you get there?

We realize your goals may change as your life changes, especially as you near retirement, so we periodically return to these questions and adjust your portfolio accordingly. You can be involved as much or as little as you want in managing your wealth – with someone always available to take your calls during normal business hours, 24/7 access to your portfolio through your own portal and educational materials and in-person events designed to increase your investing knowledge and comfort.

With so much personal attention, you may think we’re a boutique firm, but we’re anything but – because behind us are the vast resources of LPL Financial Holdings Inc., the largest independent broker-dealer* in the United States.

If you’re sick of market noise and information overload, if you’ve ever felt that no one is listening to you, please read on. Then talk to us. We never forget that you’re investing for a reason – and that it’s your life and your money.

*Based on total revenues, Financial Planning Magazine June 1996-2020