Where You Stand
We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.®

The 5 Fundamentals of
Selecting the Right Advisor

Selecting the right financial advisor can be a defining step toward achieving your financial goals.  A quality financial advisor may help you define your values, marry your values with your goals, and develop a plan to reach those goals while
making a meaningful impact on your life and the world around you.
This resource is designed to help you find an advisor that’s right for you.

Who We Serve

Personal Wealth Planning

for Individuals and Families

We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be.

Group Retirement Plans

Employer-Sponsored Retirement Plans

We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive. We want your participants to know where they stand and have a plan to save for a dignified retirement.

10 Reasons You’ll Love
Working With Us

We Stand Where You Stand.®

10 Reasons for Personal Wealth

10 Reasons for Group Retirement