We live and work near you

Our financial advisors work with clients across the United States thanks to our many different office locations and technologies that allow us to meet with you wherever you are. We have a team of wealth advisors, tax strategists, accountants and investment professionals waiting to hear from you and help guide you through your journey towards building, growing and protecting your wealth.

Connect with a member of our team below, or read on to learn more about our values and expertise.

Our Team’s Work Statement

J. Wade Lopez, CFP

Founder, CEO

We show up for our clients each and every day. Whether that means answering a late-night phone call or being present in a time of unexpected crisis, we are there. From the day we first opened our doors in 2002, we have strived to become our clients’ most valuable resource. Providing objective, thoughtful, and strategic advice to our clients is paramount. We have chosen a fiduciary obligation to our clients to fulfill our mission as a firm and as a family.

Do your values match ours?

Contact Us

Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.

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