We offer fee-only services.

Between holistic budgeting, comprehensive financial planning, and smart investment services — our firm has the ability to help guide your financial future toward your individual goals.

Together, we can turn the fear of never making it into
the hope that you can reach your reasonable goals.

—Jonathan Greeson

Stocks, Bonds, IRAs, & Mutual Funds

Our investment management services are 100% transparent and fee-only.

We employ an active investment management process designed to maximize each client’s returns while minimizing risk. Each client allocation is highly customized based on your return objectives, risk adversity, and account status. We firmly believe that investment returns should be measured for consistency and that protecting them from market losses is crucial to long-term performance.

Budgeting & Basic Financial Plan

We believe that nobody should be turned away just because they don’t have money to invest.

By learning how to manage debt, create a budget, and start an emergency fund, the client is taking their first steps towards financial independence. There are no account minimums and we only charge 0.2% of your Adjusted Gross Income from your previous Federal Tax Return with a minimum of $50 and a maximum of $2500.

We are a provider of WealthGuard, an
early warning system for your investments.

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