You’re an individual with financial goals that are your own. And the further you go in life, the more complex your financial life becomes. That’s why you need a trusted partner who can help you throughout your journey.
We have experienced wealth planners across the country. We are a fiduciary, so when it comes to investment advice, we only act in your best interests. Answer a few short questions and we’ll follow up with a time to meet a planner near you in person, virtually or by phone.
Your planner will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you.
We build a personalized plan that takes into account your entire financial life to give you the best opportunity to reach your goals. Your planner has access to a team of experts in everything from investments and taxes to estate planning and insurance. And as your situation evolves, so too will your plan.
Modeling both risk and return potential takes more than a one-size-fits-all approach. That’s why we analyze thousands of possible securities combinations to build customized investment strategies for each client, taking into consideration time horizon, goals, preferences for risk and available investment funds.
When your finances get more complex, you need specialized advice. From tax planning to estate planning, our in-house experts can provide an extra layer of insight and resources to you and your wealth planner. Whether you’re making a plan for your personal financial goals or strengthening your legacy, be certain you’re tapping into the knowledge that comes with a specialized planning team.
FINANCES ARE COMPLICATED. I LOVE SIMPLIFYING COMPLEX THINGS AND HELPING TO PUT MY CLIENTS' GOALS INTO FOCUS.
Isabel Barrow
Director, Financial Planning, CRPC®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I AM PASSIONATE ABOUT HELPING PEOPLE BRING THEIR VISION FOR THE FUTURE TO LIFE. IT'S WHY I GOT INTO THIS FIELD.
Jason Cowans, CFP®, ChFC®
Executive Director, Financial Planning
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
EVERYDAY I GET THE OPPORTUNITY TO BRING MY EXPERTISE TO THE TABLE. I GET TO HELP BRING PEOPLE CLOSER TO THEIR DREAMS.
Brian Leslie, CFP®
Director, Financial Planning
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I LOVE COLLABORATING WITH MY CLIENTS. I KNOW WHAT THEY WANT TO ACCOMPLISH, AND I GET TO PUT THE PLAN INTO MOTION.
Rose Niang, CFP®, CRPC®
Director, Financial Planning
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
A relationship with a wealth planner is an important one – especially as your finances get more complex. Your individual advisor provides value far beyond what shows up on a financial statement. They understand your overall goals, and they know what keeps you up at night. They can look at the facets of your financial life to help you understand what’s happening in the short term — and help guide you so you can be positioned for the long term.
Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your advisor. To get a better understanding of what kind of fee structure would apply to your account, connect with a planner. You’ll start by answering a few questions designed to help your advisor prepare an initial meeting with you. Review this form to learn more about our fees and other helpful questions.
It's OK if you're currently working with an advisor. Many people work with different advisors or firms throughout their lives in order to find one that is the right fit for them. We suggest connecting with a planner so you can discuss what your needs are. The advisor/client relationship is based on an intimate understanding of your goals and the services and expertise required to help meet those goals.
When you schedule an initial meeting, we encourage you to answer a few questions. The more information you provide, the more productive that first meeting will be. We understand that not everyone is comfortable entering detailed financial information into a questionnaire. That's why we enable you to share high-level information in our connect to a planner form to simply start the planning process.