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Who We Are?

One of the major benefits to you is our "Fiduciary Status". As a Fiduciary, we are legally required to act in your best interests at all times. While many advisors claim they are a Fiduciary, they still maintain dual licensing enabling them to earn investment commissions. We do NOT utilize retail mutual funds, variable annuities, or any of the normal commissioned based investments usually "sold" by sales people at trust companies, banks, brokerage or advisory firms. As such, we must retain our clients for nearly seven years to earn what a commissioned advisor earns in just one day from your market based investments. With that in mind, where do you feel your best interest would be served? To schedule an initial conversation, kindly contact our founder Mark Kinney, CFP® at

Blogs & Articles

Why Your IRA Is Likely At Risk…And How To Help Correct It. As a former Wall Street broker and now fee-based advisor of almost 30 years, my experience has shown that, if your retirement portfolio dramatically declined during the 2000–02 and 2007–09 market drawdowns, these three things were likely true: It wasn’t your fault. Your portfolio was designed to perform that way. It will likely do so again. CLICK HERE to read full article on FORBES

Certified Financial Planner

I’ve been a Certified Financial Planner (CFP®) since 1996, and I sometimes get asked about how the certification translates into sound, expert, financial guidance for my clients. Given only 20 percent of all advisors are CFP’s, I’m always happy to discuss the details of how a financial advisor becomes “certified”, as the process is both rigorous and comprehensive. The certification is administered by the CFP Board and is comprised of four areas known as the… continue reading.

Why your IRA is likely at risk....and how to correct it

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