ABOUT US

"Over the last 25 years I have learned that when you combine a client's core principles with clear, meaningful advice, the process is not only effective but really enjoyable."

Mike D'Andrea, ChFC®

Founder // Advisor

At the heart of our firm is one guiding principle, that we would always remember we are Investing in more than just money. This mindset keeps them focused on the client, their causes, and the missions that matter to them most. Are there fancy planning tools and techniques? Can we go on about markets and tax laws? Of course! But in the end, it comes down to them.

For more on my background, please visit me on LinkedIn. I would love it if we could connect there. Something you won’t find out from my online profile is how I am a photography geek and wannabee Food Network star!

A PROVEN PROCESS

I strongly agree with the phrase "Success is a process, not an event" Constructing a successful plan is no different. The value of the plan is how it responds and adjusts to the inevitable changes we face.

Over the years we have developed and refined a process the centers on the three core components: The financial plan, the investment plan, and the estate plan.

Financial Plan

The most effective plan is often the simplest. Something easy to follow, understand and baring your fingerprint. We believe financial planning should remove stress, provide direction, and suggest alternatives for future pivots. It should be real-time, transparent, and collaborative.

Investment Plan

To grow and preserve wealth takes a process dedicated to more than rules of thumb and generalized data. It starts with a personal understanding and combines timeless principles with the latest technology to tip the scales in your favor.

Estate Plan

Estate designs serve as the ultimate love letter to your heirs. It can make a lasting impact and provide much needed direction. The right advice, coupled with the proper documentation make for a solution that leaves nothing to chance.