Meet your personal board of advisors

PERSPECTIVES

Tips for Buying Your Next Car

March 23, 2017. By Ashley Agnew: Spring has finally arrived and you may have the bug to replace your vehicle now that the threat of snow is (hopefully) behind us for the season.  As with any large … More →

When and Why Do I Need a CDFA?

March 16, 2017. By Ashley Agnew: The process of divorce can be described as emotional, exhausting, and even tumultuous.  Couples who are fortunate to sustain an amicable experience throughout the … More →

Client Notice: Tax Document Distribution

March 9, 2017. By Courtney Faria:  As we find ourselves yet again in the full-swing of tax season, we would like to post a friendly reminder regarding the distribution of your tax documents. Rest … More →