A caring, committed and collaborative team centered around you
Why work with us?
When seeking a trusted advisory team to serve as your financial partner, there are many factors to consider. Finding the right fit is essential to your financial independence and well-being. There are many characteristics we believe help us stand out among other advisory firms – substantial reasons we present here for your consideration.
Experienced and credentialed financial planners
We have more than 60 years of combined planning experience and professional designations such as Wealth Management Specialist™, Certified Estate Planner™, Accredited Investment FiduciarySM and Chartered Retirement Plans SpecialistSM.
A caring, collaborative and consultative team
Our entire team works in concert to help fully address your needs and those of your family, business or organization.
Committed to extraordinary client service
Putting you first and making your needs our top priority is ingrained in our service-oriented culture.
Our West Michigan roots
As all of our team members grew up in the Grand Rapids area, we have a special affinity with the people, businesses and organizations of West Michigan – and since we now serve clients in more than 30 states, our Michigan roots and Midwestern values extend far and wide.
Comprehensive planning for life
We help address every aspect of your financial life, and every milestone and transition you encounter.
The research and resources of Raymond James
By being affiliated with Raymond James, we have access to the support of one of the largest independent financial firms in America.