Our Difference
What Sets Us Apart
Combined years of
experience:
experience:
123
Active clients:
624 clients
(09/30/2025)
total client assets:
$819M AUM
(09/30/2025)
Degrees and professional designations:
CFP®, MBA, AFC®
AVERAGE ASSETS UNDER MANAGEMENT PER CLIENT:
$1.3 Million
Number of cfp's:
9
client retention:
99%
(2025)
.svg)
