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We cater to you with long-term, committed excellence:

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Caring, clear, concise communication.

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Understand your financial situation and objectives.

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Fine-tuning evolving financial plans.

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Investment strategies tailored to your unique situation.

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Craft comprehensive plans providing holistic views of your goals.

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Alter and monitor your portfolio performance with pride.

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Report regularly to affirm committed efforts.

   
   

Meet Our Team

 
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Christopher W. Brown, CFP, CIMA
Founder | Managing Principal

Chris’ motivation points to his firm belief in his work’s importance and positive impact that drives his desire to serve and deliver meaningful results for his clients. He loves providing exceptional fiduciary guidance to clients. He focuses on the complex needs of high-net-worth clients, businesses, endowments, and foundations.

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David A. Miller, CFP
Principal

Dave’s financial education started with a cautionary experience when he was right out of college. As an engineer for a tech company, he’s had tremendous success developing a phone app and benefitting from a soaring stock price on company stock options. He’d become an overnight millionaire – before losing most of the value when the tech bubble burst. He realized how much better off he would have been with the advice of a financial advisor.

Meet the Team