Who We Are
Our Mission: Putting Clients First
When we founded our privately held national advisory firm in 2006, our top priority was to keep the client at the center of everything we do and that mission continues today under CEO Marty Bicknell’s leadership.
We have built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives.
Our client-first approach is carried out by our wealth advisors in offices across the country. Because our teams, including individual and business tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, retirement plan solutions and specialized business services are in-house, we can provide clients with a coordinated, customized experience.
For more than a decade, we have been intentional about creating long-term relationships with our clients and their families. We want to be our clients’ first call for everything, whether it is developing a tax strategy or helping them with a personal issue beyond the scope of wealth management. This approach provides our clients with a unique experience where they receive advice from us that incorporates every aspect of their lives so they can remain focused on what matters most.
To personalize the experience, we limit the number of clients each wealth advisor has, which means our wealth advisors are solely focused on partnering with their clients to help them navigate their financial future.