We’re here to
help make you
smarter, stronger,
and wealthier.
Choose a financial advisory team to stand beside you, and your strength multiplies. We are comfortable being a shoulder to lean on, and in fact, as a fiduciary, we expect it.
Did you know that wealth among brothers is more correlated than height or weight? So, if you are tall and rich, your brother is more likely to also be rich than he is tall.
Morgan Housel, The Psychology of Money
RETENTION RATE
BILLION
ASSETS UNDER
MANAGEMENT
YEARS IN BUSINESS
EMPLOYEE-OWNED
(WOMAN & VETERAN
OWNED, TOO)
WE LISTEN
Intently
Getting to know you and what makes you tick is maybe our favorite part; it helps us understand what you are looking to achieve and where we can add value.
WE PLAN
Comprehensively
We believe in the power of putting pen to paper to develop a plan. And this part is collaborative; you know your values better than anyone, but we can use our expertise and fiduciary standard to set priorities and figure out the best path forward.
WE WORK
Relentlessly
So that you can spend your time doing what you love and rest assured that we are doing everything in our power to invest in your tomorrow.
“There’s truly nothing greater than when a client seeks our counsel during a life changing event, knowing that we’re their trusted source to help them through that time.”
Mary Lisa Sisson
Vice President, Director of Client Service and Owner
“I want to work with women to help them become more financially literate, independent, and proud. And to do it alongside a team I feel so confident in is a great source of pride.”
Sarah Swan, CFP®
VICE PRESIDENT, WEALTH MANAGER
“A firm is only as good as its staff, and I look around and I see who we are, and it’s a very exciting place to be. I see nothing but positive opportunities for the firm and for our clients.”
Casey Ryan
VICE PRESIDENT, SENIOR WEALTH MANAGER
“I have always loved diving into the data. I enjoy turning that data into useful information, and leveraging that information to help accomplish a vision.”
EMILY LAMBERT, IACCP®
VICE PRESIDENT, OPERATIONS AND CHIEF COMPLIANCE OFFICER
“I love being a part of small, agile team. It’s an environment where the best ideas rise to the top and are implemented for our clients, no matter where they may originate from.”
DYLAN POTTER, CFP®
VICE PRESIDENT, WEALTH MANAGER
Latest from beyond the bell
- All Post
- Articles
- Beyond the Bell
- Client Services
- Financial Planners
- Investments
- Leadership Team
- Operations & Marketing
- Reports
- Street$marts
- Team
- Wealth Managers
June 2, 2023In today’s Street$marts, Vice President and Wealth Manager Sarah Swan explains what it means to be a fiduciary financial advisor, and how there are a lot of advisors out there who do not have to act in your best interest as the client and why it matters. Spoiler alert: it matters because it costs you money.
May 30, 2023Charitable giving is a key component of the financial planning process. Multiple factors should be incorporated into the decision of how and when to make a charitable gift.
May 26, 2023What exactly is going on with the US debt ceiling and what does it mean for investors?
Get the latest financial content from Beyond the Bell
