With over 50 years of combined financial planning experience, the advisers of our office can assist you to create a balanced wealth management strategy designed to help you enhance and preserve your life savings.

We are known and admired for the quality of our planning; all three of the advisers of our office are CERTIFIED FINANCIAL PLANNER™ practitioners. Individuals, families and businesses in and beyond the Blue Ridge foothills turn to us as a trusted resource for financial guidance.

As financial planners, we can carefully select investments that we feel will help you reach your goals. Our advice is based entirely on your unique financial situation. We cover all major financial planning issues for our clients and their families.

Our clients have the advantage of working with caring professionals who take time to get to know them, their goals and their values. More importantly, we listen to learn about their retirement dreams, and design strategies to help realize them.

We are part of the community. Turn to us as you need us, we’ll be here.

Whether it’s helping you set up a 401(k) or pension plan, creating investment portfolios suited to your objectives, or helping you weigh your options with regards to major financial and personal decisions, we can give you qualified guidance.

We welcome the chance to answer any questions you may have, get to know you, tell you more about ourselves, and find out if we’d make a good team. We invite you to call or e-mail us today by visiting the CONTACT US page.

Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Girard Securities and United Capital are separate and unrelated companies.
Check the background of this investment professional on FINRA’s BrokerCheck.