Our philosophy is not only to help you develop a customized financial plan and to manage your assets as prudently as possible, but to do so with traditional customer service.  We believe some things shouldn’t change with the times… technology… and mega-corporations… and for our clients – the familiarity of the old corner 5 & 10 or the barber that actually knew your name – are memories we don’t want to lose.  Our goal in taking care of your financial affairs is to exceed your expectations by holding ourselves to the highest level of accountability and responsiveness.