We specialize in retirement planning.
We focus on serving clients over the age of 50 who are retired or who are retiring soon. Preservation of our clients’ assets during volatile markets and providing them with financial security is our first priority. We want our clients’ money to last as long as they do.
We have a "Buy, hold and SELL" philosophy.
This philosophy drives all of our decision-making and is intended to help us protect our clients from losses. We believe that the game of investing is won by not losing. By performing a financial review for each client, we believe that we can ensure that this philosophy holds its truth.
We are a team with over 125 years of combined experience.
With a combined experience of over 125 years, our principal team has worked together since 2001. We meet weekly for a 3-hour brainstorming session to discuss market conditions and investment strategies. Our clients receive personal attention from their advisor supported by the benefits of the collaborative, strategic thinking of the entire team. Each partner endeavors to nurture their client relationships with integrity and dedication, with a collective goal to help clients plan for a secure future.
We are educators in all things financial.
We not only offer free seminars to prospective clients, but provide free monthly Client Education Events covering topics such as Estate Planning, 401k Planning, Income Tax Planning, and Identity Theft. We believe that an educated client is a happy client.
We are a growing firm.
As of June 30th, 2017 assets under management of $3.7 billion and over 7,400 households. We believe that one of the reasons for our growth is the personal face to face relationships we strive to create with each and every one of our clients. Offering a free portfolio review, we believe this is a way to help those who are interested in our services establish a level of comfort with us prior to jumping in head first.
We eat our own cooking.
All of the Principals of the firm invest their own money in the same investments that they recommend to clients. If our clients benefit, so do we.
What to Expect From Your Money Matters Advisor