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What Sets Us Apart

A deep-rooted philosophy

Visit our office and you’ll observe one consistent, overriding philosophy that distinctively defines the way we do business: “Serve, First, Last and AlwaysSM.” The essence of this philosophy is that in all client engagements, regardless of the circumstances, we help our clients take the actions necessary to put their financial affairs in the appropriate order. As part of this philosophy:

  • We provide solutions and alternatives, but clients make the final decisions about their own financial future.

  • Each financial plan is systematically reviewed to ensure it remains consistent with the client’s long-term goals and objectives and is aligned with our changing world.

  • Each client receives confidential, highly customized, personal service.

Financial planning culture

We employ a fully integrated total wealth management framework that provides a more complete view of our clients’ financial condition and planning issues. This approach leads to more effective decisions in that each component of the clients’ financial situation – estate, investment, retirement, business owner, and college funding planning, as well as insurance, if applicable – is analyzed and evaluated. We then develop an objective, comprehensive, and coordinated financial plan specifically tailored to help meet the our clients financial needs and requirements.

Our personalized approach helps ensure that we understand all aspects of the clients’ finances and implement the appropriate solutions. The plan leads to the solutions, rather than allowing the solutions to determine the plan. To help our clients toward a confident future, we follow a disciplined six-step process.

The six stages of financial planning


Define Scope

Establish and define the client-advisor relationship


Date & Goal Setting

Gather client data, including goals and expectations


Evaluate Current Plan

Process and analyze information to determine financial needs


Present Alternatives

Develop and present financial planning recommendations and/or alternatives


Action Plan & Solutions

Implement the financial plan recommendations


Review & Reevaluate

Review the financial plan recommendations

National resources

Our unique organizational structure, backed by our abundant intellectual capital, is one of our greatest strengths. We are one firm whose resources are managed nationally, but deployed regionally and locally. Because we provide a deep level of expertise and resources, our financial planners receive consistent, high quality functional support that enables them – and, ultimately, you to receive the very best thinking our firm has to offer.

As a member of the Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE: LNC) – a Fortune 500 company – we operate from a position of strength. Committed to providing outstanding personal service, we utilize a team approach – anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning.

Your clients will benefit from the additional support of local and national wealth management teams, which consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on helping clients toward their financial goals.

Open architecture

We are a recognized leader in providing sophisticated financial and estate planning to individuals who already have an advisor they trust. Objectivity is the key to our process.

We believe that financial plans are not worth the paper that they are printed on if they are not properly implemented. Our open architecture platform gives us access to not only Lincoln products, but also over 60 highly-rated companies through Lincoln National Insurance Associates, Inc., our insurance brokerage organization. In addition, we provide access to nearly 100 private money managers nationwide, as well as thousands of mutual fund managers, exchange traded funds, individual issue bonds, TIPS, public and private REITs, and hundreds of fixed and variable annuity contracts.

With a full range of products and companies, we are positioned to offer our clients some of the best insurance and investment products available in the industry today.

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