INVESTING FOR INDEPENDENT CONTRACTORS


Independent professionals are business owners too.

There are many benefits to being an independent business owner. We professionally manage investment accounts for all types of professional practitioners, let us help you invest smarter today.






Expert Advice, Personal Service

We combine smart technology with personal service to help you make better financial decisions. Our fee-only investment services are simple to understand and completely transparent. Get your free investment Risk Number® today to get started.


Retirement Savings

Our retirement planning experts have experience with all types of retirement plans. We’ll save you time by comparing benefits and recommending strategies that are in your best interest. Whether you’re focused on maximizing savings or reducing taxes, we can help.

  • SEP IRA
  • Solo 401(k)
  • Defined Benefits Pension


Investing for Your Future

We believe investment decisions should always be aligned with business goals and in your best interest. Whether you’re investing in your career, accumulating wealth or coordinating your estate plan, our fiduciary advisers can help.

  • Individual or Joint Accounts
  • Trust Accounts
  • ETFs & Mutual Funds
  • Stocks & Bonds


Individual Retirement Accounts

Let us help you determine which type of retirement account is best for you. Our retirement investment experts make it simple to open new accounts and transfer old ones.

  • IRA
  • Roth IRA
  • Backdoor Roth
  • Rollover IRA