A Caring and Dependable Guide
A good guide can make all the difference in life’s journey. That’s why we are proud to have been serving local families for over 75 years, including the children and grandchildren of many of our clients. It brings us great pleasure to consistently put clients' interests first, decade after decade, generation after generation.
Consider allowing us to help guide you as you walk the beautiful journey of life.
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The Value Investing Difference
We perform substantial independent research to find exceptional businesses that are priced well below what they are truly worth. We analyze businesses we can understand that meet strict criteria so we can invest confidently and often contrarily to the market.
Click below to learn more about how we invest differently.
Planning a Journey
Life is a journey and having a financial planner is like having a skilled guide to help you. Life is sometimes scary, sometimes exciting, but it is always full of surprises.
We want to walk on this life journey with you over the decades. We are happy to carry the bags and walk in the back to allow you an unobstructed view. We will watch for the warning signs of bad weather, and we have already made plans should unexpected changes occur. We also know the beautiful sites and side trails that you may miss should you walk alone.
The earlier you seek a skilled guide, the sooner you can confidently explore all of life’s hidden wonders.