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Money is personal and so is our team’s approach to your financial plan.

Our goal is to guide, inspire, and empower you to help achieve your financial potential.

Tell us what interests you, motivates you, worries you, who and what you are thinking about, and what brings you joy. We promise to listen well, then help you articulate, visualize, prioritize, and achieve your goals.

We were founded over 20 years ago with the single purpose to help protect and grow the wealth of our clients and the ones they love. Our dedicated Certified Financial Planner Professionals ® and licensed team members help guide medical, dental, and business professionals to define short and long term goals through a comprehensive, relationship-centered approach.

Start planning for your family’s financial future today, so you can rest easy knowing they are protected.


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Established Medical and Dental Professionals

In our experience, financial pieces have been put in place along the way, but at some point you may recognize you don’t have a solid plan and are asking, “Am I on track?”  Typically, these gaps and questions exist due to a lack of relationships with trusted advisors.  With our collaborative approach and comprehensive financial planning process, we bridge the gap to help you achieve your goals.

We can assist you with..

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Business Professionals

We treat our clients the way we would like to be treated; personalizing our interactions and providing an excellent experience. You may not seek financial advice every day, but when you need trusted guidance, you really need someone who knows what matters most to you. 

Whether you are established in your career or considering retirement, we will work with you to create a plan.

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Residents, Fellows, and CRNAs

Without a plan, the common pitfalls of indulging in the new car and new home which were delayed during training can often handicap future financial success. Consider arming yourself with a team to provide the guidance for the following:

  • Student Debt Payoff
  • Securing your most valuable asset, Income Earning Ability
  • Protect Loved Ones
  • Save for Kids' Education
  • Save for Retirement
  • Manage Debt including your mortgage
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Our Clients


Our first clients in the medical marketplace were a group of Certified Registered Nurse Anesthetists (CRNAs) in Chattanooga, Tennessee.  Our practice grew 

from their referrals and we are proud our first clients are still with us. We consider it a privilege to continue to work with them as they approach and go through retirement. 

When you work with a financial firm, you expect they will be here for you, your practice, and your family – perhaps for generations to come. We have the proper infrastructure to ensure our clients experience quality and trustworthy planning and service –now and into the future.


Do you simply want to know, am I on track?

Click the bullseye below to get more information to help answer this question.

What Matters to You?

We have built our reputation by staying focused on what matters- earning our client’s trust and walking with them to help meet their financial needs. Our advisors are Certified Financial Planner Professionals® delivering innovative and customized solutions to help guide medical, dental, and business professionals.  Our experienced, multi-disciplined team works with you to understand the financial intricacies of life and business.  We intentionally grow our practice to maintain a small client-to-advisor ratio and are committed to providing high levels of service.

Whether you are established in your career or finishing your formal medical or dental training, we will work with you to create a strategy. 

For most, the heart of the American Dream is financial security. Click here to start a conversation.

We were founded with a single purpose; to help people secure their future and protect the ones they love and it’s been our guide for over 20 years.

We want to get to know you.  Let's start a conversation.

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