We are a team of financial professionals who are passionate about helping our clients pursue their dreams. Previously known as The Clifford-Lewis Group, we continue the work we’ve done for the past 20 years – guiding people in their financial journeys.
Our clients are individuals, families, and business owners of all ages who desire to partner with us to help them work towards their financial and life goals.
We listen and really care about what is important to you. We create strategies to help you pursue your goals and we actively monitor your progress towards those goals; our investment portfolios are thoughtful and built to handle market volatility.
Our extensive planning process is personalized. We custom design a financial strategy (investments, insurance, retirement planning, estate planning, and more) for each client and then monitor that strategy going forward. We seek to be proactive rather than reactive.
After careful research, we have selected LPL Financial because of their deep commitment to our clients and our business. LPL’s comprehensive support, technology and research, along with their model of transparency and dedication to independence and choice, allows us to provide you with a wide range of diligently evaluated, non-proprietary products. In fact, you will have access to a broad array of available to you by virtue of LPL’s scale. As a leader in the retail financial advice market, we are confident that we are being fully supported by a firm who can match our high standards. LPL Financial is the nation’s largest independent broker/dealer* overall and third-largest custodian of assets**, supporting over 19,000 independent advisors. The support of LPL enables us to stay fully focused on you.
*Based on total revenues, Financial Planning magazine, June 1996 – 2021**Cerulli Associate, 2019 U.S RIA Marketplace Report
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
To protect your personal information from unauthorized access and use, LPL Financial uses security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. LPL’s online environment uses security technologies, including layered security and access controls over personal information. For further information, please visit LPL’s Privacy/Security page at https://www.lpl.com/disclosures/privacy-security.html