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Offering Tailored Financial Strategies

For You and Your Family to Retire Confidently

Meeting You Where You Are At

Is Our Approach

Whether you are in the midst of your career or getting ready to retire, understanding your financial picture is where we begin. 

By getting to know your goals, we work to create multi-faceted wealth management solutions personalized to your vision.

Providing Comprehensive Financial Planning

and Wealth Management

Customized to Your Needs

How It Works

Step 1:

Get to Know You, Your Goals and Your Financial Circumstances

Step 2: 

Gather Information and Define Your Objectives

Step 3: 

Analyze Your Current Financial Situation

Step 4: 

Present Draft of Your Financial Plan & Discuss Potential Paths of Action

Step 5:

Finalize the Details of Your Plan

Step 6: 

Put Your Plan Into Action

Step 7: 

Regularly Monitor and Update Your Plan as Your Life Evolves

Are You Starting to Think About Retirement?

Click here to contact us for our top ten retirement considerations, or to talk to an advisor.

Contact Us

*A Note on Fees

Advisory fees are generally 1% on assets with 

reduced fee schedules over $1MM.

Are You an Individual Looking for Financial Guidance?

Reach Out to one of our Experienced Individual Wealth Management Advisors today and we will Partner with You to Plan and Design Your Future Together.

Laura Fallon-Burns,CFP®



Carl Burnham III, CLU, CHFC®


Kyle Dodrill,CFP®



Phil Sherman, CFP®