Our Difference
What Sets Us Apart
Combined years of
experience:
experience:
123
Active clients:
601 clients
(12/31/2024)
total client assets:
$718M AUM
(12/31/2024)
Degrees and professional designations:
CFP®, MBA, AFC®
AVERAGE ASSETS UNDER MANAGEMENT PER CLIENT:
$1.2 Million
Number of cfp's:
9
client retention:
99%
(2024)
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