Our Relationships

Coming Together to Serve You Better

We’re local to our communities and privately held, but we’ve aligned our company with others to better serve you. Learn more about our relationships.

Raymond James

Raymond James is our broker-dealer, meaning they hold our clients’ assets and provide support to our firm with reporting, statements, trading platform, investment analysis, and other various financial planning technology and resources. Through Raymond James, we have the support of a large company, while also being able to offer the personalized and intimate service of a small firm. With the independence we are provided through Raymond James, we are able to make recommendations that are best for our clients with no vested interest in any product.

Community support and philanthropy are close to our hearts. In this regard, we share common values with our broker-dealer. Raymond James has been nationally-recognized for its community support and corporate philanthropy. The company has been ranked as one of the best in the country for customer service, as a top place to work, and as a national leader in support of the arts.

Dave Ramsey

Thanks to our track record of success and superior customer service, we’ve been a participant of Dave Ramsey’s SmartVestor program for 17 years. Like Dave Ramsey, we believe in living more and worrying less. We’re focused on helping our clients live debt-free lives and financially-independent futures. Our association with Dave Ramsey is not something we take lightly. It holds us to a higher standard. We’re always working to better serve our clients with the heart of a teacher, delivering exceptional service, and being the best at what we do.

Due to our ability to match clients with advisors who can best assist them based on their specific situations, our relationship with Dave Ramsey continues to be successful. As the word has spread, we’ve continued to grow our team of advisors to ensure that we can provide a customized plan that follows the principles Dave Ramsey recommends. Our advisors have been approved as participants of Dave Ramsey’s SmartVestor program in each of their local areas.