Get your complimentary wealth planning review
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Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2024, and is only applicable to households with a minimum investable assets of $250,000. Offer criteria may be waived at ÃÛѨÊÓƵ’ discretion.
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Don't settle for piecemeal investment advice
Our integrated wealth planning process is designed to strategically coordinate aspects of your financial life, including tax planning, estate planning, insurance, mortgages and more – now and into the future.
We are an integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities.
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Certain services provided on an educational and guidance basis only.Ìý
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Independent Financial
Advisory Firm 7 years in a row2018-2024
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Awarded each September by Barron’s, based on data within a 12-month period. ​ ​
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Managed Account Provider for
Workplace Retirement PlansÌý
Listing published 3Q 2024 and is based on
Jun. 30, 2024 Defined Contribution managed account 
providers data gathered by Cerulli Associates.
Our Services
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Certain services provided on an educational and guidance basis only.
Our Team of Wealth Planners Provides Clear Advice With Your Goals In Mind
We do what’s right for you — always. We are your financial advocate, and when it comes to investment advice, we always put your best interest first.
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1.3
MILLION CLIENTS
Firm stats as of March 31, 2024
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$284
BILLION IN CLIENT ASSETS MANAGED
Firm stats as of March 31, 2024
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360
FINANCIAL PLANNERS
Data as of December 31, 2023