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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 and unique abilities which has evolved into an authentic company culture that thrives more today than ever. |
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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 specialty as a firm lies in taking existing financial circumstances in one form or another and transforming them into something much better and stronger. |
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