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WEALTH MANAGEMENT

A Fee-Only, Independent Financial Advisor
Located in Mytown, USA.

free financial review

'go ahead, test it on your phone'

financial advisor wealth management
Financial Advisor

Planning

Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.


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Financial Advisor

Investments

A distinctive approach, backed by our exceptional qualifications.


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Financial Advisor

Taxes

We weave expert tax consulting directly into our wealth management service.


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retirement planning

ENJOY Your Retirement Years

 We offer customized, non-proprietary solutions solely in 
 our Clients’ best interest. 

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A message from the Founder.

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Dave White, CEO

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Advice from our Portfolio Manager.

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Julia Black, Portfolio Manager

12 NOV

Social Security Change: What You Should Know

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12 MAY

The Value of Financial Advice

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Fun facts

Investors

57 percent of investors have not set financial goals

People

67 percent of people have no financial plan.

Gut Instincts

77 percent of investors are making decisions on gut instinct.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.