Providing financial planning services, including investment management in the context of an independent firm, free from conflicts of interest. We provide these services to business owners, executives, physicians and other high net worth individuals and families who have complex financial situations. Through our planning work we help our clients gain a sense of control of their financial affairs and develop a plan to ensure that they are on track to achieve their goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, TX, VA, VT
