Who We Are

Click Here to Schedule an Introduction to discuss what principles drive your financial decisions.

Since 1983 when our founder, Judy Martin, started her financial career, we continue to be guided by the highest principles, always acting in our clients' best interests.  As a result, you receive the personalized attention you deserve and the unbiased product and service recommendations you need. 

OBJECTIVE:   You receive unbiased advice. We take our fiduciary responsibilities seriously and do not receive commissions for product or fund recommendations.

COMPETENT:   Your highly credentialed team thinks outside the box to come up with distinct solutions. We use proven principles and practices, and continuously add to our industry education, qualifications and expertise.

ACCESSIBLE:   Your calls are answered by a human! You can contact and meet with us the way that works best for you whether it is in-person or virtual. Plus, use your online portal to track all your financial details in one place to create personalized reports when and where it is convenient for you.  

FOCUSED:  By listening first, we can blend your logical and emotional needs to provide multi-dimensional solutions.  Then, your team of financial experts will design a plan that gives you confidence, prepares you to endure market volatility and is focused on your personal values and goals.

PERSONALIZED:  We honor your unique circumstances and emotional attitudes toward money. Your entire situation is considered to create and implement your comprehensive plan.

PROACTIVE:  You can relax, knowing that your team cares about you. We conduct regular reviews of your portfolio and continually optimize your plan, not just when you call. 

PRINCIPLED: Our clients trust our honest, candid guidance and advice, across decades and generations.  You will be treated with courtesy, dignity, fairness and respect and your information is treated with the utmost confidentiality. You can rest assured that our fees are openly disclosed, as are any potential conflicts of interest. 

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