Our Story

Everything Started in 2012

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

Meet Our Team of Friendly Professionals

John Smith, CFP®

President, Senior Advisor

Jane Smith, CFA®

Portfolio Manager

Tamara Jones

Client Services

Jeff Ford

Retirement Planner
Designations

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

Chartered Financial Analyst

Certified Financial Planner™

Accredited Investment Fiduciary Analyst®


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