Meet The Team

We are a boutique client focused investment advisory and financial planning firm providing services on a fee-only basis.

Jane Smith, CFP®

Portfolio Manager

Tamara Jones

Client Services

Jeff Ford

Retirement Planner


  • Phone:
    (555) 555-5555
  • E-Mail:
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Securities offered through [ your Custodian / BD ]. Member FINRA/SIPC.
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