Providing Peace of Mind

Financial Planning & Investment Management Tailored for YOU

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Focus on What Matters

Define and envision a successful life of meaning

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Smart Decisions About Money

Fee-only service for affluent retirees & high-income professionals

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As Life Changes, Plan Your Path

Grow your portfolio & grow your impact

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Who We Are

We are Fee-Only Fiduciaries

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Our Services

We're ready to serve you.

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Access your portfolio.

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Products & Services

Financial Planning

Our clients are a select group of families and individuals who use our fee-only, family office style service to make
SMART FINANCIAL DECISIONS.

A comprehensive financial plan is like a road map designed for this adventure called life.

Investment Management

Independent and Professional Management: Individuals who lack the time and expertise to manage their money entrust us with that responsibility to reduce risk and increase investment opportunities.

ExxonMobil & Energy Industry Expertise

ExxonMobil, ConocoPhillips, Chevron and Shell employees and retirees have a wealth of opportunities available, and our team is uniquely positioned to help them capitalize!

Need some personalized advice?

With so many financial choices in the marketplace, choosing what best meets your needs can be complicated.  

Contact us today to help!

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