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.


Dean Stange headshot
"So often, clients have trusted advisors that do not work collaboratively on a personal financial plan. Providing comprehensive and coordinated estate, tax, and investment advisory services in a fiduciary manner is always my priority. "

Dean T. Stange

Principal, Senior Financial Advisor