You have goals, we have expertise. Together, we can chart a course to your financial success.
We build success through wise planning.
We believe we offer a better client experience through transparency, service, and a superior investment management process. We strive to be efficient and effective.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Our services range from financial planning to investment management. No matter what, though, our focus is you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Legacy. Impact. Integrity. Respect. We believe values matter, and we live by ours every day.
- Roger Gaddis
- Roger Gaddis, Founder
- Derek Hines
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."