Experienced professionals who are also awesome listeners
There’s an impressive diversity of talent and knowledge within our team. Together we offer consulting, operational, and technical experience acquired through careers in the financial services industry and more than two decades of in-depth counseling to individuals, families, and companies in and around Lexington.
What is perhaps just as important, we’ve sold businesses, bought businesses, planned for retirement, lost spouses, gotten divorced, gotten married, battled diseases, refinanced debt, cared for aging parents, raised children and paid for college.
Just like you.
We believe we have what it takes to make you successful no matter what you face.