Independent: We Work Only for YOU
Being independent means that we provide objective financial advice tailored to you and what you need, not just a single provider and what they want us to sell.
We are a dedicated team of financial service professionals serving high net worth individuals, families, and corporations. Each of our team members has their own unique background and qualifications, expanding the level of seasoned financial experience the firm is able to offer.
Mark Wilcox and Andy Maimona both hold the CFP® (Certified Financial Planner) Professional designation, the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to ethical standards that require them to put their clients' interests first.