As second generation investment counselors, my family and I have managed up to $100 million in accounts for individuals and retirement plans dating back to 1973. As independent advisors, my father Larry and I offer total objectivity in all our recommendations. We also invest in what we recommend to clients.

Finally, most financial advisors have to aggressively make sales and commission quotas and can only accomplish that with 100, 200 or more clients. We have always limited our client base and will accept no more than 50 clients, allowing us to devote quality time to manage, meet with you and stay on top of your investments each market day.