About Us

With over 90 years of combined experience, we are committed to delivering comprehensive financial planning and wealth management services that empower individuals and businesses to achieve their financial goals with clarity and confidence.

Headquartered in West Michigan, our firm is honored to serve clients across the nation. 

We take a long term investment approach using time tested investments with a focus on lower cost. We use the platform and tools of LPL Financial, a leading wealth management firm for independent advisors.