7000 Harps Mill Road,
When you agree to work with a financial advisor, you enter into a relationship that, like a good marriage, should last a lifetime. If you don’t connect on a fundamental level you’ll have a difficult time working together. Take some time to get to know us and the things we value.
In a culture where listening seems to be a lost art, we ask a lot of questions and listen to your answers. In fact, we listen a lot. We seek to be fully present when others are speaking and hear beyond the words to the issues, questions or concerns that may go unspoken.
The Japanese call it Kaizen; the process of becoming better through change. We believe you deserve our best and through education, experience and teaching we seek mastery in our profession.
We value the trust you place in us and believe you deserve to be told the truth, even if it’s not what you’re hoping for.
A Teachers Heart
We think of ourselves as educators first. We make every effort to communicate complex matters in plain language, so you can feel engaged and informed. Wisdom is the proper application of knowledge, and we know you count on us to provide the information you need to make good decisions.
John Maxwell said “People may hear your words but they feel your attitude”. The greatest of human freedoms is to choose one’s attitude in any given set of circumstances. We choose to be the kind of people that others want to be around.
Sharpen the Saw