Broker Check

While independently owned, we are supported by our business relationships:  Fidelity Investments, Orion Advisor Services, eMoney, and Redtail. These companies provide us with integrated support services. We utilize their efficiencies to let us focus on you and concentrate on bringing you enhanced investment and comprehensive planning strategies.

To safeguard our clients' accounts, we chose Fidelity Investments to serve as our custodian.

Through these associations, we bring technical, administrative support, and the security of leading national organizations. We believe our clients find it a pleasing combination of local ownership and world-class resources.

We maintain a strong commitment to our clients and community.

Our Core Values:

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us at (503) 227-9800. We look forward to hearing from you.