OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

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WHAT MAKES
US UNIQUE

Investors have many options when
selecting an adviser.  
Here's what sets us apart.

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INVESTING FOR
AND IN RETIREMENT

 

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The greatest enemy of knowledge is not ignorance, but the illusion of knowledge.

Stephen Hawking

Wide diversification is only required when investors do not understand what they are doing.

Warren Buffett

Far more money has been lost by investors preparing for corrections [stock market pullbacks] or trying to anticipate corrections than has been lost in the corrections themselves.

Peter Lynch

If you can enjoy Saturdays and Sundays without looking at stock prices, give it a try on weekdays.

Warren Buffett

If you expect to spend 40 years of your life working and then another 20 or 30 years living off the money you made during that time, then you need to save a large portion of your salary.

Megan McArdle