Top Tier Support Network
With 29 years of experience helping clients, we have a perspective that few financial firms can match. Our advisors have navigated through numerous market ups and downs, including the market crash of 1987, the burst of the dot-com bubble, the horrific events of 9/11, and the housing bubble and subsequent crash in 2008. We’ve learned from each challenge to better manage and implement strategies that address volatility for our clients’ portfolios. We also have the support of the #1 independent broker-dealer* – LPL Financial – and the superb assistance from Independent Financial Partners, our RIA (Registered Investment Advisor). You’re in good hands.
*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.