WE BELIEVE THAT LIVING BY A STRONG CODE OF ETHICS AND HAVING A DEFINED SET OF VALUES MAKES LIFE BETTER.

Our Core Values define who we are and what we stand for, as well as drive our business conduct. Having a strong code of ethics is even more important in the financial services industry because we’re given a great responsibility: we handle people’s life savings.

  • We Are Eager to Serve
    We Are Eager to Serve.
  • We Do Whatever It Takes
    We Do Whatever It Takes.
  • We Treat Others Politely with Love and Respect
    We Treat Others Politely with Love and Respect.
  • We Do Right Things, Always
    We Do the Right Things, Always.
  • We Proactively Seek Solutions
    We Proactively Seek Solutions.
  • We Live the Money Matters Way
    We Live the Money Matters Way.
  • The Money Matters Way
    The Money Matters Way
  •  
    The right thing to do is always the right thing to do.
  •  
    Our clients benefit before we do.
  •  
    Take only as much risk as is necessary to accomplish your financial goals.
  •  
    If a client calls us first, we lost.
  •  
    Education is confidence.
  •  
    Never sacrifice honesty for growth.
  •  
    Have more fun than a human being should be allowed to have.
  •  
    Everyone deserves love.
  •  
    Make a client every day: our Noble Obligation.
  •  
    We always part friends.
THE PATH TO YOUR FINANCIAL
PEACE OF MIND

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.