Technology Powered

An organized plan drives the strategy, but technology aligns everything into one complete view.

Pairing World-Class Technology With Personalized and Caring Service

We make doing business simple and easy by offering Zoom meetings as well as in-person meetings, and using modern tech like e-signatures.

See exactly how each investment and account is performing with access to an online dashboard to view your plan and portfolio.

Client Dashboards

eMoney

eMoney is a comprehensive financial planning tool that provides a real-time, on-demand financial experience to easily add, personalize, and track progress toward your financial goals. Connect all of your accounts in this financial dashboard.

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*Orion

Orion offers access to portfolio details and stunning reports that empower you to take an active role in your financial future. Provides a big-picture, detailed analysis of investment portfolio composition and returns.

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Safeguarding Your Investments

As part of our Fiduciary+® promise to you, we work with multiple Custodians. This gives us freedom to choose which one is best for you.

A Custodian safeguards your investments from fraud, executes transactions, and provides reporting on your behalf.

Custodians we work with:

Fidelity • Schwab • LPL • Pershing • TD Ameritrade

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