Broker Check

Our Philosophy: 
A Chocolate Chip Cookie in a Box of Oreos

Did you know that Oreos are sold in over 100 countries and hold the title as the world’s best- selling cookie? More than 500 billion Oreos have been sold and enough Oreos have existed to wrap around the world 381 times. That’s a lot of Oreos (is anyone else hungry?)!

While Oreos are certainly delicious in their own right, they are also all the same, and can be mass-produced with the same go-to recipe. Unfortunately, many financial advisors are the same way. They might seem great at first, but they are nearly identical in their advice and their process hasn’t changed. These advisors are more concerned about increasing their revenue than serving their clients individually.

Client Centered

This is why we consider ourselves a homemade chocolate chip cookie in a box of Oreos. We approach financial planning differently and instead actively manage our clients’ assets. We strive to be invested when markets are rising and move to the sidelines when markets are falling. We do this through tactical money management (and we mean it).

There is a better way to save for your retirement and other major financial goals and it’s about time that you found out what it was. Contact us today to get started.