Our team has over 60 years of collective experience and was founded by CERTIFIED FINANCIAL PLANNER™ Professionals with your best interests in mind. With no proprietary financial products, feel confident that our approach can get you to where you want to be.
Chris Urness, CFP®, ChFC®, AAMS®
Founder & CEO
I began my financial practice in 2002 with a clear understanding that Trust is everything, and that Trust must be earned! My mission is clear: to provide honest, ethical, and transparent financial planning advice, based on a...
The complexities and opportunities of personal finance require discipline, skill, and integrity to pursue and maintain financial independence. To help families and individuals work toward their goals, I have trained and served in the...
VP of Operations / Wealth Advisor
I believe that the key to building a successful financial journey starts with understanding your vision of the future, and together with regular communication, the latest technology, and awareness of market trends, forging a powerful...
Rochester, New York
LOCATED IN THE GREATER ROCHESTER, NEW YORK AREA “It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit...