We are a state registered investment advisory firm, founded in 1986, and headquartered in historic downtown Winchester, Virginia.
Experience: Our partners have over 65 combined years of investment experience. When it comes to helping our clients with their money, we know a little "grey" hair is a good thing.
Integrity: We believe in responsible, ethical stewardship of every client account. We remember our primary focus is on fulfilling the investment needs of each client.
Independence: Our firm is owned by our partners. This means we work for our clients, not for some big bank, broker or insurance company.
Service: We promise to be responsive to the needs of every client, no matter what size portfolio they have. We are always available to meet.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. At our firm, we have the client—and only the client—in mind.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
To build a retirement where you are able to live life financially free without the thought of money.
Our philosophy is simple: Plan smarter so you can live more! The objective is to; Financially create the ability for you to live life now, with a plan for later!
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial & tax concepts and investment products, and take the mystery out of investing, taxes, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on the financial and income plan, as well as other issues that are critical to your financial well being.
"Wall Street Experience, Main Street Values"