OUR TEAM

 

Our mission is to serve your pursuit of a fuller life with tailored financial planning and advice

 
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A TRUE FIDUCIARY

Since 2004, we're one of the 2% of advisors registered with the SEC that are transparent and legally bound to put your interests first.

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AN ENSEMBLE

 You have access to a unified team of credentialed, financial experts across multiple financial disciplines.

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PORTLAND BASED

We're locally grown and investing in the future of Greater Portland. We're proud to partner with like-minded individuals and businesses.

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B-CORP CERTIFIED

We have a higher standard for service to our community, for public transparency, and for legal accountability.