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Relationship-Driven Advisors

There are a lot of great financial planners out there, but the relationships we have with our clients set us apart.

Who We Are

We are an independent wealth management firm that offers personalized guidance.

What We Do

We focus on protecting your tomorrow, starting today.

Why We Do It

We are passionate about helping others and sharing our vast financial knowledge.

Xponify

To become an exponentially better version of you

Xponify Your Finances

“No one is useless in this world who lightens the burdens of another.”

“No one is useless in this world who lightens the burdens of another.”

- Charles Dickens

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At Your Service

At Your Service

We want to help you live your dream lifestyle by serving as your personal CFO, advisor, and friend. With our help, you can worry less about your finances and focus more on what matters to you. Whether that’s traveling the world, spending more time with family, or leaving a lasting legacy for your children or a charity that you care about, we can help you get there.

About Us

Your Goals, Our Strategies

Discover an array of services for all your financial needs.


All of our services are designed to help you succeed.

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Creating a robust retirement planning strategy includes a lot more than just picking investments.

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As we continue to live longer and healthier lives, the need for long-term care is on the rise.

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Send your child or grandchild to the school of their dreams with our comprehensive education planning services.

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We help business owners structure the most competitive benefits packages for their employees.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

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How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
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How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.
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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.