As independent investment advisors, we choose from hundreds of possible investment management strategies to find the one that perfectly meshes with your goals, your dreams, your peace of mind. And we do this with no commissions, no hidden fees, no surprises.
No matter where you are in your financial journey, we can help you reach your goals with our full range of investment services. With financial planning, estate planning, and retirement planning expertise, we’ve got you covered.
Our financial advisors are seasoned experts in investment management for your business, and retirement plan services for your employees. And if you’re engaged in nonprofit work, let us support your organization’s goals with endowment and foundation management.
Just like you, we sponsor and support local civic and philanthropic initiatives near and dear to our hearts. Children’s causes, health care, the arts, civic organizations, youth sports, education — the list goes on. Service to our communities is central to who we are.
“I had no clue how to set up a retirement plan for our employees. I’ve known Greg Jones for a long time, and I knew him to be a very ethical, trustworthy guy, so I gave him a call. He and Polly both came to see me and made a lot of effort... Read more”