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The Richest Man in Babylon The Cycle of Investing Events on Wall Street

Go Your Own Way

You have goals, we have expertise. Together, we can chart a course to your financial success.

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We Work For You

We build success through wise planning.

We believe we offer a better client experience through transparencyservice, and a superior investment management process. We strive to be efficient and effective.

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Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.


A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is you.

Our Process

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

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Legacy. Impact. Integrity. Respect. We believe values matter, and we live by ours every day.

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WHAT OUR TEAM HAS TO SAY


  • "For us, community service is not a program, but a way of life. We see it as part of our overall practice as a professional financial services provider."

    - Roger Gaddis

    Founder

  • “Our mission is to provide a service for our clients above and beyond their expectations. We want them to have more free time to do what is most important in their lives.”

    - Roger Gaddis, Founder

    Founder

  • “We believe that we have an obligation to educate our clients and community, so they can make the decisions that are in their best interest.”

    - Derek Hines

    Partner

  • “Our purpose is to help clients build success through wise investments.”

    - Derek Hines

    Partner

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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