Independent.

Fee-Only.

Fiduciary.

We provide financial planning and investment management that is objective, unbiased, and solely for your benefit. We always do what is best for you.

We Are

Featured On

The World‘s Largest

News Networks

We Are Featured On

The World‘s Largest News Networks

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We Are Experts

We have certified expertise, specialized education, and extensive experience, all of which are put to work solely for you.

Chartered Financial Analyst®, CFA® (4% of financial advisors worldwide have this certification)

Certified Investment Management Analyst®, CIMA® (3% of financial advisors worldwide have this certification)

Certified Financial Planner™, CFP® (20% of financial advisors worldwide have this certification)

Recognized by the University of Florida as one of the 100 fastest growing, Gator-led companies in the world.

Top 20 MBA amongst public schools (Less than 10% of advisors have an MBA)

We Will Help You

Reach your Goals

You are unique. We discuss your desires, goals, and needs, including those needs that you aren't even aware you have. No detail is missed, and no stone is left unturned.

Utilize the Best Strategies

Rest assured that no matter what your financial situation is we will assess and analyze all of the options, determining the best course of action for you.

Ensure That Everything Remains Optimal

Our work is never done, as you and the world around you are always changing. We proactively manage your wealth, adjusting the strategy when needed to make sure that you continue to get optimal results.