With over 80 years of combined experience and strong ties to the community, we provide superior client service through customized financial solutions. We built our business on the fundamentals of trust and uncompromising integrity, working tirelessly to serve all our clients' wealth management needs. We’ve established ourselves as a convenient one-stop shop for a total financial plan beginning with tax.
Our founder, Richard Mitchen, still believes the best approach to financial planning is a personal one: “The more I know about my clients, the more I can help them with their tax and wealth management needs.”
To get a more personal approach to your finances, come meet our team of local professionals.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.