Our Philosophy


As an independent financial advisory firm, we are adamant in our goal to provide unbiased solutions that address your specific situation. Whether you are an individual in need of a customized wealth management strategy, or a retirement plan trustee in need of ERISA-based fiduciary guidance, we will help you look at "the big picture" to target your unique goals.

We welcome you to contact us for a complimentary, private consultation. After this one-hour meeting, we can both determine if there is a need to proceed further. If there is a mutually good fit, you will be assured of receiving special treatment that cannot be matched in the market place.

Our objective is to provide superior wealth management and pension services by creating a partnership with our clients.

Together, we will help you pursue your goals.
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We are pleased to announce that Mike Rogers was selected as a 2011 FIVE STAR Wealth ManagerSM*. 

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Featured Content: Latest Article and Market Commentaries

The ABCs of Finance: Tips and Tools for Raising a Smart Investor: By introducing sound financial habits at an early age, you'll give your child a head start on the path to becoming an informed investor.

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Last Updated: 01/23/12




*Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
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This communication is strictly intended for individuals residing in the states of
AK,AZ,CA,CO,FL,HI,IA,IL,IN,ME,MI,MN,MT,NC,NV,NY,OR,PA,SD,TX,VA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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