In addition to our high level of service and attention to our clients, our qualifications also help us stand out. Our founder, Bill Krivicich, is a Chartered Financial Analyst.

Chartered Financial Analyst®

A Chartered Financial Analyst®, or CFA®, is a globally-recognized professional designation given by the CFA Institute that certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering accounting, economics, ethics, money management, and security analysis.

The CFA® charter is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis.

We are always learning and getting better for our clients. Contact us today to learn more.

Independence

We are independent financial advisors, meaning that we aren’t tied to any proprietary product sales or motivated by commission. We have the flexibility to recommend investments that are right for your personal situation and work for you. 

Trust

In continuing our partnership with clients, we work best with clients who appreciate a mutual relationship of trust. We trust our clients to provide us with the most accurate data, and they trust us to make financial recommendations that are in their best interest.

Education

We believe in not only educating ourselves on the ever-changing financial landscape, but also educating our clients on their investment decisions. We want to help simplify your financial life by showing you the steps it takes to build a comprehensive financial plan.

Innovation

We are problem solvers by nature and are motivated by the everyday challenges of this industry. Whether it’s market changes or adjustments to our clients’ goals, we enjoy thinking outside of the box and coming up with tangible, realistic solutions.