Check My Broker

We take our fiduciary duty very seriously.

Many of our new clients come to us either as referrals or as clients seeking an alternative because they believe their current financial professional has conflict of interest issues — or worse.

We take an activist approach to cleaning up the financial industry and encourage investors to check the background of any Registered Representative by going to www.finra.org or http://brokercheck.finra.org.


If you like the idea of a second opinion by a passionate, caring, trustworthy and fiduciary CERTIFIED FINANCIAL PLANNER™, please do not hesitate to contact us. We look forward to chatting with you.