Our mission is to guide individuals, families, and small businesses toward a strong financial future, through education and timely advice.

We serve clients of all ages and backgrounds who are seeking financial peace of mind. We welcome clients who are looking for a second opinion as well as those wanting a comprehensive financial plan or ongoing asset management services.

No. The initial meeting is an opportunity for us to get to know each other. It allows us to determine how we can effectively be of service to you and also gives you a chance to evaluate us.

For the initial, complimentary meeting, please bring a list of assets and liabilities, a copy of your most recent investment statements, last year’s tax return, and any questions you might have for your advisor.

Our home office is in Fargo, North Dakota, but we serve clients in many cities throughout North Dakota and Minnesota as well as other states across the Midwest. We are able to stay connected with our clients through our website and social media as well as video conferencing and regular meetings in person or on the phone.