We are a boutique practice with depth and are supported by a network of industry leaders that includes the following:
Partners Financial Group
PFG is an affiliation of more than 100 financial professionals in eight states. This alliance provides us with strategic business support, practice management consulting, legal counsel and support and insurance products and services.
Vicus Capital, Inc., is a Federally Registered Investment Advisor and an affiliate of Partners Financial Group. This alliance provides support and oversight of our fee-based financial planning activities as well as investment management.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC is an independent broker-dealer and registered investment advisor firm who utilizes a unique regional director model to support financial advisors through the entire life cycle of their business. Cetera Advisor Networks is able to build and support regional teams through local service, regional offices and a national home office, facilitating the success of its approximately 3,000 financial professionals. Cetera Advisor Networks, a part of Cetera Financial Group, Inc., is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority (FINRA). For more information, visit www.ceteraadvisornetworks.com.
We work closely with accountants and attorneys to create an integrated team to put your entire “financial house” in order.