Our Origin
Since 1981, our founder, Chris Davis, has solidified our commitment to always putting you, our client, first. As the industry evolves, so do we, striving to ensure we always do what’s best for you.
In 2024, we joined forces with &Partners, giving us the independence and the tools we need to deliver the robust financial planning solutions you deserve.
This new collaboration is about enhancing the ways we serve you, leveraging cutting-edge technology to improve your experience.
From the desk of Chris Davis
Our Mission
We are here to listen, to understand your story, and to provide the guidance you need to pursue your goals. Whether you’re planning for retirement, managing a business, or preparing to leave a legacy for future generations, our team is dedicated to helping you write the next chapter of your financial journey with care, experience, and unwavering commitment.
Our Core Values
At the heart of who we are, our core values are more than simply words – they are the principles that guide every interaction, every decision, and every relationship we build. These values are the foundation of our practice and the reason why our clients trust us with their most important financial matters.
- Excellence: Our commitment to excellence means that we are always learning, growing, and improving to better serve our clients. We strive to be the best in everything we do.
- Trust: We take our role as advisors seriously, always putting your best interests first and striving to ensure that every recommendation is made with integrity and transparency.
- Family: We treat our clients like family, building long-lasting relationships based on mutual respect, understanding, and care. We are there for you when you need us most.
- Humility: The trust our clients place in us is earned, not given. We are here to serve, to listen, and to provide the guidance you need without ego or pretense.
- Service Above Self: We are committed to making a positive impact on the lives of our clients and our community. True wealth is measured in the difference we make in the world around us.
