Clients come first
The overriding principle that our clients’ best interests come above all else is a hallmark of the relationships and reputation we have built in Central and Southern Oregon, Boise, Idaho and Northern California. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.

uniquely consultative approach
The result is a uniquely consultative approach to creating a customized investment strategy that works for your time horizon and your attitudes toward and capacity for risk. An assurance that we will never compromise on what is most important to you. And a level of personalized service that we believe is unrivaled in the industry.

Our Independence Supports Yours
As true independent financial advisors, we are free to manage your financial life unhindered by the demands and product limitations of a large corporate firm—such as incentives to recommend certain proprietary products that might affect the guidance you receive. Our dedication to fostering your well-being means that our objectives are always aligned with yours.