Where do you want to go? We'll get there – together.
Our vision is to provide customized sustainable financial planning
for the good of all people, communities, and our Earth.
Our mission is to help people set and meet financial goals in alignment with their values.
We specialize in socially responsible, impact, and environmentally conscious investing.
Our priority is helping you take care of yourself and your family in ways that align with your values. We want to learn more about your values, identify your dreams and goals, and understand your risk tolerance in order to provide you with a customized, comprehensive financial plan. Relationships are the cornerstone of our success.
BFA™ The importance of Behavioral Financial Advice and understanding the Emotions of Investing is a key component of comprehensive financial planning. The brochure linked above addresses the process we use and why Dave became a Certified Behavioral Financial Advisor™.
Proud to be highlighted by 100%Renewable.org
A shift to renewable energy will give us healthier, more vibrant communities right now and a more livable future for our kids and grandchildren. But, it’ll take many of us coming together toward this common goal. We're highlighting a range of voices from across the country who share our goal of shifting to 100% renewable energy. We hope you'll be inspired to join us.
#voicesfor100 #go100 #renewableenergy #cleanenergy
Additionally Proud to pen a Monthly Article for our local Columbia Community Connection.org
Here is our February 2021 article.
Welcome to the family!
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.