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Independent. Experienced. Focused.

Retirement | Investment Services | Financial Planning | Insurance | Legacy

Independent. Experienced. Focused.

Retirement | Investment Services | Financial Planning | Insurance | Legacy

Where Your Future is Our Focus...

Our Mission is clear – to build valued client relationships with trust, transparency, and personalized independent advice at the core of everything we do.  We don’t offer proprietary products or engage in investment banking operations.  That means we’re free from outside influence to “push” particular investment products or advice.  Instead, we act in fiduciary capacity to our advisory clients.  Their best interests are the focal point of every interaction. 

Get Started Here!

There are many milestones in life. Which one best describes you?

Young Adult

Young Adult

We create strategies that are tailored to your needs and goals.

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"Adulting"

"Adulting"

Years of experience have prepared us to guide you through your life transitions.

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Nearing Retirement

Nearing Retirement

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Golden Years

Golden Years

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Navigate Retirement with Confidence

Retirement strategies can be complex. Our financial professionals are here to guide you through using our proprietary process, providing you with the information you need to help make informed decisions about your future.

Start Your Retirement Journey

Are you looking for something specific?

Retirement

Investment Services

Financial Planning

Risk Management

Legacy and Estate

Tax-Efficient Strategies

Have You Stress Tested Your Portfolio Lately?

Find Your Risk Number Today!

Free Analysis

Guided Wealth Portfolios

Online Management with a Personal Touch

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Featured Content:

Steps to Protecting a Child with Disabilities

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Learn More
Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More
Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Learn More

Find An Advisor Professional

  • AJ Stuver, CFP®, MBA
  • Chris Urness, CFP®, ChFC®, AAMS®
  • David Cargill, CFP®, CPFA®
  • Emily Anderson 
  • Ira M. Shapiro 
  • Jana Lockhart 
  • Jessica Langdon 
  • Jordan Bunker 
  • Justin Vestri, CEPF®
  • Katelyn Fife, CFP®, CDFA®
  • Linda Powell 
  • Mark Fulton 
  • Rick Powell, CFP®, CLU®, ChFC®
  • Steve Vestri
  • Stuart Murray, CFP®

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Come Visit Our Offices!

Phoenix, AZ

Webster, NY

Chico, CA