Your Aspirations are our Inspiration
Shannon T. Pitner, CFP®
Founder & CEO
For more than 35 years, my experienced team and I have worked with each of our investment clients to design a personalized, strategic financial plan that helps them meet their financial goals.
We make it our priority to understand your financial objectives and then work together with you to design strategies around those goals.
Years of experience have taught us that the right approach is to design a tactical strategy that follows the lives, needs and goals of each family, not by relying on a pre-set checklist or a cookie-cutter plan.
We believe clients choose to work with us because of our individualized consultation that uses a wide range of services to create a sound, active plan that changes to constantly adapt to life events.
A ROAD TO FINANCIAL INDEPENDENCE