Established in 1968, we remain committed to abiding by a standard of ethics and values that mirror that of the CFP Board of Standards and the Financial Planning Association. Our firm is committed to innovation and has been recognized nationally as a leader in practice management, client services, and financial planning strategies.

Our firm's goal is simple — to improve the lives of our clients by delivering genuinely personal comprehensive financial planning. We believe that there is a tremendous distinction between FINANCIAL PLANNING and INVESTMENT SERVICES. If your current situation precludes you from distinguishing the difference, please contact us for a free consultation.

Financial planning services offered through Freedman Financial, a Registered Investment Advisor.