A Team That Cares for You

    We specialize in providing fiduciary wealth management services, financial planning, and retirement planning for individuals and families. We get to know our clients and share a special bond that goes well beyond financial matters. We build personal, lasting, and genuine relationships because our clients become lifelong friends who we truly care about.

    Our History

    Our firm’s president, Christine Koenings, has been helping investors establish and maintain their financial goals since the late 1980s. She founded her firm in 2003 because of her passion for bringing her clients the power of individual choice to help address their financial objectives.

    Our Story- Our History- Experience


    Rely on our decades of experience, through all kinds of markets, to offer you the knowledgeable insights you need to pursue your goals.

    Our Story- Our History- Integrity


    As a fiduciary financial advisor, Christine is committed to serving in your best interest and treating your money responsibly.

    Our Story- Our History- Personalized Service

    Personalized Service

    Your hopes and dreams are unique to you. That’s why we tailor your plan and investments to your distinct needs and objectives.

    Our Philosophy

    We are grounded, honest, down-to-earth, and good listeners.

    Having been in the financial services industry for decades, we’ve guided clients through good and bad market cycles. You can rely on our experienced perspectives to keep you on an even keel through the ups and downs. We spend time with you to help you better frame your financial goals and put manageable action steps in place to enable you to pursue your dreams