Jordan Awoye, Managing Partner

We don’t believe in a “one-size fits all” solution to help clients reach their goals. Taking a holistic approach, we help clients break down their big financial decisions into small manageable steps. By helping clients become more informed and empowered, they can take those small simple steps necessary to put strategies in place.


Just some of the areas we focus on include:
- Estate Planning and Wealth Preservation
- Wealth Accumulation and Retirement Planning
- Asset Allocation
- Risk Management
- Education Planning 
- Financial Planning
- Life and Disability Insurance


For business owners, we also develop strategies for:
- Employee Benefits Plans, Pension and 401(k) implementation
- Executive Benefits and Deferred Comp Plans
- Employee Financial Planning and Seminars
- Key Person Planning
- Business Succession Planning