90 Crystal Run Road
Strategic Investing Without the Noise
We help alleviate your financial anxiety so you can enjoy life.
Cutting Edge Technology, Hometown Feel
As independent advisors, we give each of our clients the individualized attention they deserve.
A Mutual Relationship of Trust
We trust our clients and they trust us. This mutually beneficial relationship can help you pursue your goals.
Building a Holistic Map to Your Future
In Latin, “mundi” means map. Let’s map out your financial future.
We are a team of independent advisors focused on your individual goals.
We focus on both investment management and financial planning.
We hold some of the highest designations in our industry and pass this knowledge onto our clients.
Our name comes from the Latin word mundi, or map. The steps you take today impact the life you live tomorrow, in the future, and for generations to come. We have dedicated our careers to helping you make the right decisions now to reap the benefits later. We work with clients to develop investment strategies and financial plans. From planning for retirement, to leaving a lasting legacy for their families.
Preparing For the Ultimate Vacation
When Special Care Is Needed: The Special Needs Trust
Download our latest whitepaper to learn information that can help save you thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.
The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.