Our team has a combined 50 plus years of investment experience. Our clients include high net worth individuals, families, entrepreneurs, businesses of all sizes, non profit organizations, and financial institutions. Together, we deliver recommendations on a broad scope of financial services including retirement income planning, customized investment strategies, education funding planning, inter-generational wealth transfer strategies, and life insurance planning. We pride ourselves on our ability to simplify the complex world of investments, focusing on each client's individual needs. While we add value in a variety of ways, we focus on helping investors make informed decisions about their wealth, guiding them through investment recommendations that best suit their diverse needs.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
We have completed several certification courses to better meet our client's goals.
Our mission is to help investors realize their aspirations, achieve their goals, improve their quality of life, and build wealth. We strive to cultivate a relationship based in prudent recommendations and the provision of education to help our clients be responsible stewards of their assets. "IF YOU WANT TO BECOME REALLY WEALTHY..........You must have your money work for you. The amount you get paid for your personal effort is relatively small compared to the amount you can earn by having your money make money." - JOHN D. ROCKEFELLER
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Lance McCoy Named to Forbes 2020 Best-In-State Wealth Advisors List
Lance McCoy Forbes 2020 Best-In-State Award
Featured Insights and Commentary
Please follow the link below to a list of publications that we review periodically to help us understand the market and make recommendations to our clients.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.