125 East Charles Street
Helping you make smart choices with your money ... that’s what we do!
“Listen to counsel and receive instruction ... so that you may be wise”
While developing a customized financial program—a road map—we will walk you through a step-by-step process that will help make you feel confident in your decisions. We will help you make smart choices with your money for reasons that are important to you. If you have concerns based on your values, we can help with BRI screening to make sure you are invested in companies that do not violate your principles.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives and your values. We can help you implement a sound financial program utilizing a number of sound financial products and services. We will work as a team with various subject matter experts as your needs dictate. These may include experts in the fields of accounting, tax preparation, and estate planning.