Important conversations happen here.
Important conversations occur wherever life happens – around a desk, over coffee or even out on the water. During our family's three generations of providing financial guidance, we have learned: the best advice begins with a conversation. Let's find a quiet place where we can talk about your goals for the future – maybe even in a spot that includes a nice water view.
Larry J. Ellis
First Vice President, Investments
Certified Financial Planner®
Lauren Ellis Moon
Ph. D., AAMS™
Financial Advisor
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®
and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Dynamic thinking makes a difference
We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.
