About Us
We are an independent, family-owned, financial planning firm practicing since 1979. As one of NEO's largest Registered Investment Advisors, we manage over half a billion dollars directly on independent, third-party platforms. Our CFP® practitioners serve a variety of clients including; business owners, corporate and sales executives, health care professionals, divorced and widowed spouses, teachers and retirees. Our role is to help clients make educated decisions about their priorities and goals, lighting a path to get there.
Our Mission
It’s our mission to inspire and assist those willing to make short-term sacrifices in order to reap the long-term successes of prudent planning.
By the Numbers
5 CFP® Professionals
Top 25 NEO largest RIAs
$0 investment minimum
Average client net worth $1M+
Independent, family-owned, financial planning firm practicing since 1979
Over 85 years of CFP® practitioner & investment, and financial planning experience
$500M+ investment assets on an independent, third-party platform
30+ Multi-generational family relationships
“We do not simply manage money, we partner with clients to build and sustain their wealth.”
— David Demming, CFP® – President
Working with a Financial Planner doesn’t have to be complicated.
We make it easy for you to plan your next step. Schedule a conversation with one of our CFPs® today to:
Identify Your Unique Needs & Goals
Build a Custom Financial Roadmap
Take Control of Your Future