About the Firm
We are a locally owned Independent Financial Planning and Investment Management Company.
Our team provides Financial Planning, Investment Management, Corporate Benefit Plans, and Insurance Strategies to a select group of families, Corporations, and success-driven individuals throughout the country. As LPL Independent Investment Advisor Representatives, our Team is strategy-driven not product-driven, and we base our investment recommendations solely on your needs and objectives. We act as your point team, coordinating all aspects of your finances in-house and with other professionals who impact your wealth as needed. Our clients have come to understand we are truly committed to building lifelong relationships with them. The Founders and Partners, Jonathan Stearns and Daniel Wallach are involved in each and every client relationship.