Broker Check

Our philosophy is that there is no one else just like you

As Registered Investment Advisors, we serve as Fiduciaries. It is our obligation to put our client’s needs first and foremost in the decision making process. The relationship we have with our clients is deeply personal and confidential. We believe that is key to developing a plan that meets our client’s specific needs. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help our clients better prepare for the future. After decades of experience in the financial services industry, our advisors have developed a reputation of honesty, integrity, and competency.

Alan Stephenson


The thing Alan enjoys most about being a Financial Advisor is the many clients that have become close friends and helping them reach their financial goals. Alan was introduced to the investment world at the age of 14 when his father...

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Carl Benedict


Carl Benedict has been in Financial Services for over 30 years. Carl’s experience in wealth accumulation, tax planning and retirement income management is largely due to his own operations and participation in corporate entities...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.