|
|
|
|
      |
 |
Independence Completely Defines Us We are not controlled by any other firm, producers group, insurance company, or financial organization of any kind. As a result, we are not faced with the potential for conflicts of interest – those which may not be in your best interests. We are guided by the fiduciary oath we take as a member of NAPFA – The National Association of Personal Financial Advisors. In 2000, after an eleven year career with a large financial services institution, our co-founder, Chip Addis, decided it was time to operate differently - reflecting more of his core values and beliefs Together with Justin Hill they formed a company that revolves around their personal values, unique abilities, talents, and they developed an authentic culture that thrives more today than ever. |
||
|
We continually integrate innovative processes, technology, and tools to help our client's end up in a better place - however that is individually defined. We collaborate with each other, in addition to outside professionals, to reduce risk and solve the challenges facing our clients. Our unique ability lies in taking existing financial circumstances in one form or another and transforming them into something much better and stronger. |
||
|
|||
