Meet The Team

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

John Smith, CFP®

President
Team Member

Jane Smith, CFP®

Portfolio Manager
Team Member

Tamara Jones

Client Services
Team Member

Jeff Ford

Retirement Planner

Contact

  • Phone:
    (555) 555-5555
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Clients

Broker Check

Securities offered through [ your Custodian / BD ]. Member FINRA/SIPC.
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