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Our Difference

What Sets Us Apart



COMBINED YEARS OF EXPERIENCE:

80

Active Clients:

465

(12/31/2020)


TOTAL CLIENT ASSETS:

$499 Million

(12/31/2020)

Degrees & Professional Designations:

CFP®, MBA, AFC®

average assets under management per client:

$1.1 Million


number of CFP's:

7

client retention:

99%

(2020)


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