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Knowledge Is Power
Our extensive technical proficiency in financial strategies and solutions enables us to develop effective financial plans to help you reach your long-term aspirations.
Who We Are
We’re a team that exclusively focuses on one goal—helping you achieve yours.
You can take advantage of the depth of our know-how. Collectively, our financial advisors have more than 80 years of experience, amassing a wealth of technical knowledge, resources, and capabilities to effectively serve your needs.
Who We Serve
We work with a wide range of nice people like you, from young professionals and families just starting out on their financial journey to more established individuals who are currently enjoying their retirement years. We offer strategies to address your needs at every stage of life.
Young Professionals
Comprehensive financial planning, savings strategies, debt management, and more.
Pre-Retirees and Retirees
Retirement income solutions, social security strategies, and tax planning options.
Business Owners and Employers
Tax planning, retirement plan management, and business continuity strategies.
Our Knowledge Sets Us Apart
As CERTIFIED FINANCIAL PLANNERTM professionals, all of our advisors have earned their CFP® certifications, which is the standard of excellence in financial planning. Our advisors work together in a team approach, so you can take advantage of our collaboration and shared insights, strategies, and ideas to meet your planning needs.
Bo Blankenship, MTA, CFP®
Founder and Partner
R Benjamin Fry, CFP®, CLTC®
Founder and Partner
Adam Z Peters, CFP®, AIF®
Founder and Partner
Gerald Tuck
Founder and Partner
