Our Story

We create strategies that are tailored to your needs and goals.

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 Approach

Our Approach

A calming influence you can count on.

Investment jargon and intimidating numbers only cause fear. That’s why we take the emotions out of investing and simplify the process for you. We spend the time to ask a lot of questions, so we get to know you as a person. Then we create a customized portfolio and a personalized financial plan that is tailored to you and your aspirations.

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.

Experience

Experience

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

Integrity

Integrity

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

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

Full Transparency

Full Transparency

We are committed to providing sound financial planning and investment services at a reasonable cost. We are fully transparent and we share our fee schedule with you, so you can see we have no hidden charges or surprises.

Schedule a Consult Today

We want to learn more about you, so we can help you pursue your financial dreams.


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