Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.


Kevin Paul headshot
"I strive to assist my clients with honesty, integrity and professionalism. My goal is to make sure that clients are fully informed before they make decisions, and to help them block out the financial noise they may hear and let them enjoy their lives."

Kevin C. Paul

Financial Advisor

Miami, Philadelphia & Media