Growing A Secure Future ~ Together

What We Are

We are a fee-only Registered Investment Advisory firm in the Central Arkansas area managing approximately $45 million for various clients.

• Individuals
• Individual Retirement Accounts
• 401ks
• Company Retirement Plans
• Non-profits
• Estates and Trusts

Because we are fee-only, meaning we are only compensated by our clients, we are not restricted to any investment product or service. This allows us to be most closely aligned with the objectives and work exclusively for the benefit of our clients. In fact, as a registered investment advisor, we have a legal fiduciary obligation to act in each client's best interest.

Who We Are

Our mission is to be THE trusted advisor for our clients. To obtain this trust, we understand that each client is unique and so we take the time at the beginning of every relationship to develop a detailed understanding of the client's specific circumstances, goals, objectives and risk tolerances. We earn our client's confidence by assisting them to make intelligent and thoughtful financial and investment decisions.

In todays ever changing investment landscape, we work diligently to adhere to and remain steadfast to our basic principles:

• Disciplined, prudent investing

• Knowledgeable, objective advice

• Highly responsive, personalized service

• Transparent and open communication