Broker Check

What Sets Us Apart

There are thousands of professionals who specialize in financial services and group benefits. How do you decide which is the right one for you and your needs? We believe our firm stands out from the sea of wealth management and benefits firms for several reasons:


We are an independent firm, which means we are only limited by our own creativity — not quotas, proprietary products, or conflicts of interest. As a client-focused firm, we are committed to thinking outside of the box and making cost and design improvements to your group benefits, executive compensation, and individual wealth management programs.

Business Focused

We specialize in providing business consulting for businesses of all sizes. By working with a select number of clients and providing specialized services, we can focus our energy on staying up-to-date with the ever-changing landscape of group benefits and retirement plans. We are also able to reduce high costs without sacrificing benefits, an advantage our clients greatly enjoy.


We seek to help you see real results with your employee benefits packages. Our goal is to reduce the risk, costs, complexity, and taxes of your benefits packages. We enjoy the unique situations and challenges each and every client faces and working with them through their specific needs.


We provide full disclosure on our costs and strategies so you are always aware of the fees you are paying and the reasoning behind our recommendations.

An Extensive Team

Beyond our internal team of professionals, we partner with some of the industry’s top payroll companies, CPAs, group benefits brokers, and other experts to provide truly comprehensive and robust services.

We also have a unique, multigenerational team that is able to serve our clients, their children and their grandchildren. Our young advisors are excited to grow with you over the years and see you through life’s many milestones.