We believe, Life is Richer When You Make Good Financial Decisions™. Our mission is to help people make better financial decisions, and when possible, to help them elevate their money to a higher level of productivity and safekeeping. We know true wealth transcends money– it manifests as time spent with the ones you love and with the freedom to enjoy the things in life that matter most to you.
We are dedicated to furthering this mission through the workings of our Wealth Management firm by developing Thought Leadership, offering Community Support (and lending a helping hand), and through Values-Driven Coaching by Financial Advisor Chris Merchant as a Behavioral Financial Advisor™ and Certified Financial Planner™.
We are a community-based, family-operated independent firm with no proprietary investments or products. We never outsource our Investment Responsibility & Management to Third-Party Money Managers, and we strongly adhere to our Investment Philosophy based on Modern Portfolio Theory & our 8-Step Investment Process.