Our Story

From our founding, we have been a family owned and operated firm, and we pride ourselves on the long-term relationships we build with other families. We believe that the value we place on relationships helps us meet our clients’ needs much more personally or comprehensively than any multinational investment firm could.

Based in Cocoa, Florida, we are an independent, fee-only Registered Investment Advisory firm. This means we don’t answer to anyone but our clients. And as a fiduciary, we always put our clients’ best interests first.

Our sole focus is providing quality financial planning and investment management services to help our clients achieve all that they want in life.