Our team of professionals have over 100 years of combined experience in financial planning and consulting. Our firm was proud to be named Best of Charleston 2023, for Financial Planning Firm of The Year!! We are dedicated in providing you with the information and education on financial strategies that will help you preserve your assets and allow you to pursue your unique objectives. We help our client’s live life with confidence. We are passionate about educating our clients on investing and retirement planning to help give them peace of mind. We provide investment advice to medium to high-net-worth clients, as well as Institutional Plan Consulting and Fiduciary Services.  Whether advising an individual client or an Institutional client, our Investment Advisors are acting in a Fiduciary capacity, and so held to a higher standard of conduct than Registered Representatives or Financial Advisors. The Fiduciary standard mandates that the Registered Investment Advisor must unconditionally put the clients’ best interests ahead of their own, regardless of the circumstances. We take that role very seriously. To us, this is so much more than a legal requirement. It is something that we take great pride in and are honored to be a trusted resource for our clients. 

 Registered Investment Advisors are regulated by the Securities and Exchange Commission and the West Virginia State Securities Commission