Our Firm

We are a boutique full-service financial firm committed to helping people pursue financial independence. We offer a wide range of financial products and services, primarily to individuals and business owners in the dentistry, healthcare, and legal services fields. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial guidance.

Please call us if you have any questions about our firm or the range of financial products and services we provide. We partner closely with the extensively experienced agents of our partner insurance agency/brokerage, R. K. Tongue Co., Inc., and we leverage healthcare and legal industry-specific knowledge and experience to simplify your financial and risk management life.  By offering coordinated oversight of everything that ends in the word "investment" or "insurance", we provide an uncommon depth and breadth of insight to our clients.