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Your Well-Being Comes First

We stay true to our roots

From our humble beginnings in 2002 to today, we continuously take an integrated, long-term approach to help you plan your financial life and build wealth. We deliver more than help with investment decisions. We take the time to know and understand your entire financial picture while providing time-tested and steadfast money-management strategies that will help you reach the goals that matter to you.

We value our diverse skill set

Our company structure is unique. Our advisor teams—supported through our broker-dealer, Raymond James Financial Services—have come together to provide you the most resources at a service level that is personal and intimate. We realize that our success comes from helping you achieve yours.

Core Values

Our business is helping you reach financial independence, so you can focus on what’s important—personally, professionally, and spiritually. These 9 core values define who we are and what we’re working to improve every single day.

  • Always put our clients' best interests first
  • Be Honest
  • Teach instead of sell
  • Earn Trust, Don't Expect It
  • Don't let emotions cloud judgement
  • Make time for community
  • Develop students and leaders
  • Never accept shortcuts
  • Communicate with clarity and purpose

Learn More About
Our Business Relationships

Read about our relationship with Raymond James,
Dave Ramsey, & the Southwestern Family of Companies.

Learn More