Certified Financial Planner Board of Standards (CFP Board) exists to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning, and several of our employees hold the certification. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® certificants and other stakeholders. See www.cfp.net for more details.
We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.