award-winning financial advisors

2017 NAPA Top 75 Retirement Plan Advisors Under 40, created by NAPA. Presented in Nov 2016 for the previous year. 309 Advisors were considered, 75 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2018 NAPA Top DC Advisor Teams, created by NAPA. The 2021 award was presented in March 2022 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 333 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2016 UAB Excellence in Business Top 25, created by the University of Alabama at Birmingham. This award is based on nominees’ contributions and impact to their business and role in the community and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more award information.

2016 Birmingham Business Journal’s Top 40 Under 40, created by Birmingham Business Journal. This award is based on recipients’ contributions to their company, impact to the business world, and their role in the community and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more award information.

2015 NAPA Top Women Advisors, created by NAPA. Presented in Oct 2015 for the previous year. 227 Advisors were considered, 91 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2017 NAPA Top DC Advisor Teams, created by NAPA. The 2021 award was presented in March 2022 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 333 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

See More Awards

Professional Designations

Our Services

We love helping busy, brilliant people like you
manage YOUR money with confidence.

Individuals

We want to empower you to maximize your money, time, and relationships by helping you invest smarter, make confident financial decisions, and retire with options.

Are you ready to make your money work harder for you? Let's get started.

schedule an
individual consultation

Companies

Rely on our independent and extensive knowledge of the retirement plan industry to offer a robust 401(k) plan and ensure your employees are on track for retirement.

Want to learn how we've helped companies like yours create successful retirement plans? Let us show you how it's done.

schedule a
plan sponsor consultation

Invest with Confidence

Sink into some of our favorite success stories.

Client Story:

Jim & Kate

Jim and his wife, Kate, had money to invest but didn’t have the time to do the research, build an investment portfolio, or monitor changing market conditions.

Keep Reading

Client Story:

Chris

Chris had accumulated cash and investment assets yet he wanted to do more to save intentionally for retirement, fund other short-term goals, and minimize his income tax liability. He had an idea what he should be doing but, again, he didn’t have the time to strategically plan for the future.

Keep Reading