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Wherever you are on your financial journey, we can help.

Yes, please!


The success of our company is based on the strength of our relationships in our community. Our clients come to us largely by way of referrals, both personal and professional. They are people just starting out, saving for their children’s education, exploring a new career direction, or retiring. Since we believe that everyone deserves our full commitment and dedication, we set no account minimums.

Many clients come to us when they find themselves in transitions: getting married, getting divorced, having children, downsizing, switching jobs. All of these moments are parts of life and we are willing and ready to listen, to ask and answer questions, to think and research, and then to work with you to create a plan that works for your particular set of circumstances.

As registered representatives of Cambridge Investment Research, Inc., we have the experience and stability to help grow and protect your wealth. We craft custom financial solutions and work with you to identify long-term goals and develop strategies designed to reach them. We assist in identifying the things you can control and minimizing the impact of things you cannot. For each of our clients we strive to create financial stability and security to provide financial independence and increased confidence.

Many of our customers are interested in ways to temper the unpredictability of the market. For those clients, our customized financial plans include an exposed portfolio portion, and an unexposed portion. The exposed component of the portfolio may include a traditional mix of equities and bonds, the more stable, or unexposed portion, is then structured to offer a guarantee of principal or income, some market participation, and tax deferred earnings.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

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Getting married, having children, changing careers, recently widowed, getting divorced, college planning, downsizing and retiring. Many people turn to us during such life events. We listen, ask questions, and work together to create an individualized plan to meet their needs. We can help you, too.

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Our Story

Our Story

The short story of Tim and Charlotte is that both were widowed in 2007, each with two young children. A mutual friend later introduced Tim and Charlotte to each other. They fell in love and married after a two-year courtship, blending their family of four young sons and committing to a lifetime of love, laughter and tuition payments. This is what Empowered Financial Planning can mean.

(Photo credit: Cassie Roach)

The Long(er) Story
Our Commitment

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.

(Photo credit: Katherine Tasheff)

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