A Continuous Journey Towards
Your Financial Goals

Letter From The Founder

Who We Are
Whether you’re taking the first steps in financial planning or seeking a partner to navigate the complexities that wealth brings, our team is ready to embark on the journey with you.

Our Team

Our Team

Meet the professionals behind our success. Our team is composed of experienced advisors with a passion for guiding clients toward financial excellence.

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Our Clients

Our Clients

We understand that every client is unique, and we take the time to comprehend your aspirations. Our client-centric approach ensures that our strategies align with your goals, creating a collaborative and personalized experience that goes beyond traditional financial services.

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Our Services

Our Services

Discover a suite of services designed to meet your specific needs. Whether you're planning for retirement, navigating investments, or seeking strategic financial advice, our comprehensive range of services is crafted to empower you at every stage of your financial journey.

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8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Our Advisors
Making a positive impact in the lives of our clients, employees, and our community.

Bill Hufnell, CFP®, CPA

Bill Hufnell, CFP®, CPA

"In our pursuit of financial empowerment, guided by experience and knowledge, we stand committed to placing your goals at the forefront. Rooted in the principles of fee-only fiduciary service, your interests will always be our highest priority."

Dan Ebinger, CFA, CFP&#174;, CPWA&#174;<br/>

Dan Ebinger, CFA, CFP®, CPWA®

“We are dedicated to comprehending the intricacies of your life, both financially and personally, ensuring support through every circumstance and aligning our focus with your priorities.”

William J. Hufnell, CFP&#174;, CPWA&#174;<br/>

William J. Hufnell, CFP®, CPWA®

"Effective estate planning and insurance are the pillars safeguarding your wealth and legacy. They ensure the fulfillment of your wishes in asset distribution and provide a shield for your loved ones in the face of unforeseen circumstances."

Joe Powanda, CFP&#174;<br/>&#160;

Joe Powanda, CFP®
 

“Our goal is to craft a lasting portfolio for you—one that thrives in growing markets and safeguards you during downturns."

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