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Who We Are?

One of the major benefits to you is our "Fiduciary Status". As a Registered 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

What do the investment markets hold for the next four years? Regardless of your political views, we can all agree the next four years will likely be anything but predictable. As such, we position client portfolios to prosper regardless of market direction, interest rates, or geopolitical conditions. To be clear, I’m not here to praise or undermine President Trump. Rather, my role is to give you an assessment of what I foresee happening during the… continue reading.

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

Receive your free copy of our white paper "Why your IRA is likely at risk....and how to correct it" by submitting the form