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What We Believe

Each individual client deserves to have a custom-made financial plan based on their current situation, future, feelings, and family dynamics.

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What We Do

Dedicating each investment dollar to a particular purpose we build client portfolios using an evidence based process on current and objective information.

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Who We Are

Our investment firm is built different.  We challenge industry standards and stand fiercely independent in our mission to deliver better client outcomes.

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Stress Test Portfolio

Built on a Nobel Prize-winning framework, we quantify risk using a specific number instead of using subjective terminology like “moderately conservative” and “moderately aggressive.”

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Experienced Team

David  Cauble

David Cauble, CFP™

Operations Manager

Susan  Sheppard

Susan Sheppard

Client Service Manager

“Know what you own and why you own it.” - Peter Lynch