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Lifelong Guidance

Put your money where your heart is 

Our advisors do their work based on what you want out of life. We start and end there, while taking care of everything in the middle.

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We know this stuff, heads and tails. Find out how we can help you with: 

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • 401k Management
  • Life Insurance 
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1-2-3 kind of easy

We think money shouldn’t be as complicated as our industry makes it out to be. See if our approach would be a good fit for you and your financial picture.

Working with us

Wait, pennies aren’t silver

Well. At least not for the most part. But we happen to
get our name from an object that captures just how
uncommon, simple, and intentional we aim to be.

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