Our Customized Approach:
Our unique structure provides significant resources to help towards meeting your needs. We are Registered Representatives of Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC) and a registered investment advisor. Committed to providing quality personal service, we utilize a team approach. We as the advisors are responsible for coordinating all pertinent aspects of your financial plan.
Through our association with Lincoln Financial Advisors Corp., a division of Lincoln National Corporation, you benefit from the resources of a Fortune 500 company through the additional support of local and national wealth management teams. These professional teams consist of industry professionals who have strong technical backgrounds in all areas of financial planning. This business model allows us a high degree of autonomy so that we can focus solely on assisting you towards meeting your financial goals.