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“Avoiding the dumb things is the most important. Learn more, know limitations, avoid the dumb things.”
– Warren Buffett
“When a man retires, his wife gets twice as much husband for half as much money.”
— Chi Chi Rodriguez
“75 percent of Americans are ‘winging it’ when it comes to their financial future.”
CNBC SurveyAugust 2019
“I love money. I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink ... And, of course, I bought some dumb stuff, too.”
– Steve Martin
"One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute."
– William Feather

Why Choose Us

WE ARE FIDUCIARIES! That means we work for our clients and their best interest. Did you know not all Financial Professionals are held to the same standard? In fact only about 25% are Fiduciaries.

Our approach begins with getting to know you and your goals. No sales pitches. No pressure.

Chip discusses his “WHY” in this short video.

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We would love to hear what is on your mind.

Meet Our Team

Chip

Founder & President

Jamie

VP & Chief Investment Strategist

Sheryl

Director of Operations

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