As an individual client...
You’ll always be greeted warmly. When you call our office, the phone will be answered by a real person—not a machine—ready to address your questions or find a resolution for your challenges. We’ve been in the community for generations and we’re here to stay. You’ll be able to form a strong relationship with your advisor, one that is designed to last, because you won’t find yourself “reassigned” to someone else. Our central location makes it easy to find our offices, and convenient for confidential meetings that ensure your privacy.
We’ll get to know you personally, like a member of our family, yet you’ll have the benefit of all the resources of the largest independent firm in the state. The values that drive us are easy to see: a deep commitment to serve, and dedication to caring personal attention.
Our one goal is to focus on your best interest; as independent fiduciaries, we retain the freedom to offer completely objective and unbiased advice.
Continuity of service is important to you and it is important to us. So when advisors begin planning for their own retirement, they are paired with more junior advisors, working together in support of their clients to ensure a comfortable and smooth transition down the road.
As a business client...
You’ll work with someone who understands the challenges of running a business—those that you face daily and those that seem to come out of nowhere. Decades of experience working with hundreds of businesses have given us a broad perspective and many solutions to draw upon. Beyond that, as owners of a family business ourselves, we know about the issues you face because we’ve been in your shoes.
You and your employees will find that we offer extensive support, education, and planning services along with expertise in overseeing a variety of retirement and benefits plans. And as you look toward the future of your enterprise, we are here to provide succession and exit planning as well as risk management and insurance coverage to protect your key employees.
As one of our advisors...
You’ll feel right at home. Our team is large but warm, friendly, and respectful. You’ll have the support of professional administrative and office staff to help you give your clients the very best service all the time. And you’ll have access to financial research support as well as the opportunity to collaborate with other advisors. When your clients call in, you know they will get personal attention and immediate help and never get lost in an automated phone system. Working under our roof gives you access to multiple conference spaces and technology to support in-person or virtual meetings large or small.