Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Awards
2024 Forbes Best-in-State Wealth Advisor
W. Travis McCollum, CFP®, was recognized as a 2024 Best-in-State Wealth Advisor by Forbes.
2023 Forbes Best-in-State Wealth Advisor
W. Travis McCollum, CFP®, was recognized as a 2023 Best-in-State Wealth Advisor by Forbes.
2022 Forbes Best-in-State Wealth Advisor
W. Travis McCollum, CFP®, was recognized as a 2022 Best-in-State Wealth Advisor by Forbes.
Community Involvement
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
