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Home
About
Why Us
Meet The Team
Meet Your Advisor
Our Clients
Our Process
Strategic Alliances
Services
Financial Planning
Investment Management
Resources
Market Commentary
FAQ
Videos
News & Weblinks
Blog
Contact
Meet The Team
We are a boutique client focused investment advisory and financial planning firm providing services on a fee-only basis.
John Smith, CFP
®
President
Jane Smith, CFP
®
Portfolio Manager
Tamara Jones
Client Services
Jeff Ford
Retirement Planner
