5409 Maryland Way
Guidance and advice for Pastors and Churches
Guidance and advice for medical and dental practitioners
Guidance and advice for those on a path of intention
Our business is built on a foundation of thoughtful client relationships.
Our advisors and team members hold advanced degrees and designationsincluding but not limited to:
AIF® - Accredited Investment Fiduciary®MRFC® - Master Registered Financial ConsultantRFC® - Registered Financial ConsultantCFP® - CERTIFIED FINANCIAL PLANNER™RP® - Registered ParaPlannerCPA - Certified Public AccountantCLU® - Chartered Life Underwriter®MBA - Masters in Business AdministrationAAMS® - Accredited Asset Management Specialist℠LUTCF® - Life Underwriter’s Training Council Fellow℠ACS® - Associate, Customer Service™
+150 YEARS OF COMBINED FINANCIAL EXPERIENCE