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.


Rafia Hasan headshot
"What drives me is helping my clients rest easy by knowing their financial lives are being handled by someone who understands their goals and has their best interests in mind."

Rafia Hasan

Director of Investments, Financial Advisor