We are a 100% employee-owned boutique firm providing resources of a large institution. Being independent allows us to deliver customized solutions, and our fiduciary status means the best interest of the client ALWAYS comes first.

Our team of expert advisors have acquired more than 100 years of combined experience in the industry including 14 years navigating successfully through 4 bear markets and over 12 years through recessions.

We believe your connection is with our team, not the institution. A personal relationship should not be automated.

We invest in state-of-the art technology for financial planning, investment research, performance reporting, and trading.  This enables us to focus our time on the financial markets, economic policy, and client servicing.

We take a 360-degree approach to ensuring our client data are secure with leading technology companies providing the latest in cyberscurity and building extra security checks into our everyday workflow.     

Established in 2005, our team understands our Midwestern clientele, including the nuances of planning needs and cultural influences unique to the region.