We're not for everyone. And that's okay.

We are for people who intentionally want to plan for their financial future.
We are for those who value transparency.
We are for people who want a long-term relationship with an advisor.
A FEE-ONLY REGISTERED INVESTMENT ADVISOR SINCE 1996
FIDUCIARIES, AND PROUD OF IT
Is an Investment Advisory Relationship Right for You? (CRS)

​Form ADV

Meet Our Team

Megan Parrish, CFP®

Katy Askarnia, FPQP
Tell us what's on your mind.  
​What questions would you like to have answered?  
What would you like to learn more about?