Our Story

Everything Started in 2012

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About Image
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We focus on Comprehensive Wealth Management.
John Smith, CFP®
Our Team

Meet Our Team of Friendly Professionals

Team Member

John Smith, CFP®

President, Senior Advisor
Team Member

Jane Smith, CFA®

Portfolio Manager
Team Member

Tamara Jones

Client Services
Team Member

Jeff Ford

Retirement Planner
Designations

We are proud to sit on the same side of the table as our clients.

Designation

Chartered Financial Analyst

Designation

Certified Financial Planner™

Designation

Accredited Investment Fiduciary Analyst®

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