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Who We Are

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Our Mission

To empower our clients to realize the vision created through the guided planning process.

Our Firm

We are a financial planning firm committed to helping people pursue their financial goals. We offer a diverse selection of financial services to individuals and business owners. We work with you to identify your goals and help you reach them. 

We are dedicated to developing lasting relationships with our clients. One of the benefits of working with us is our ability to provide clear, easily understood explanations of complex financial concepts. The personalized program that we provide is a roadmap for you as you work toward a more secure financial future.

Our Qualifications

We have been working with individuals and businesses in the North Florida area for over 20 years. Our advisors have extensive experience in financial planning and hold the Certified Financial Planner designation.  As such they hold themselves to a fiduciary standard in all matters relating to your planning experience.