Fee-only Financial Advisor

Helping Business Owners and Professionals

Attain and Maintain Wealth

Let Us Bring Order To Your Financial Life

“As a trusted fiduciary and expert, we always act in our client’s best interest

to help grow their business, maximize after-tax income, and align their own needs

with passing on a legacy to their heirs”

– Charlie Shipman, Founder and Managing Principal

Your Own Online Wealth Management Portal

Organize your financial life and stay in-the-know. Accessible 24/7.


A consolidated view of everything you own and everything you owe, updated daily.


Track spending habits and monitor cash flow to help you stay on the right financial course.


Set budgets and keep track of your progress as we work together to reach your savings goals.


Interactive charts and detailed summaries increase knowledge of your financial accounts.


Help you understand the impact of your financial decisions and make your goals a reality.


An extensive library of videos, articles and other resources to increase your financial knowledge.

Ready to get your financial life organized?

No commissions  +  No kickbacks  +  No hidden fees  =  Full Transparency

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