About

Looking for an independent financial advisor to help you, your family or your business get on the right track? We offer fee-based financial planning and investment management for individuals and families of all types – traditional, LGBTQ, unmarried, second/blended – families with special needs children, Federal and Military employees, small business owners, and professional practices.  We support you with professional investment management, specializing in sustainable investing.   We offer free financial seminars as a way of giving back to our community, and can arrange these at your workplace or at a community organization.