Financial planning should be about more than just money. Everyone’s goals are unique, which is why, as financial fiduciaries, our first priority is to listen and get to know you as an individual. Our experienced and knowledgeable financial planners take a holistic approach by getting to know you and your aspirations before applying our expertise to build your financial plan.

The turquoise stone of our namesake symbolizes wealth, wisdom, and happiness. We strive to personify these qualities in your life as we work with you to make wise investments and strategize ways to achieve balance between your finances and goals. We can relate to anyone who has ever felt their values and needs went unheard, and we are here to offer you advocacy. By joining our family, you will work with us to develop a purposeful financial plan for your life arranged around your deep values, allowing you to leave a legacy of more than money. Schedule an appointment today to lay the first stepping stone to your future.