Celebrating 10 Years of Helping People Achieve Their Goals.

Plan Now for the Rest of Your Life.

These are the years to enjoy. It's never too    late to plan ahead.

Click to begin.

Knowledge is Power.

Learn new strategies that will help you keep – and grow – your wealth in any economy.

Click to get started now.

Objective Advice; Smart Decisions

Because we're fee-only, your interests are always first.    

Click to learn why.

Simplify, Simplify.

                              -Thoreau

Life is more enjoyable when your finances       are in order.

Click to learn more.

The Power of Planning. 

Helping you make wise financial decisions and plan for life's events so you can move forward with confidence and security. With our exclusive fee-only structure you are guaranteed the highest level of impartiality, available from few others in the market.

Financial Planning

Secure your future— family, health, job and leisure Learn more>>>

Investment Management

Invest and protect your assets in a way that works for you Learn more>>>

Sudden Wealth

Times likes these call for careful consideration and objective advice Learn more>>>

Divorce Planning

Helping you and your spouse come to a fair agreement faster Learn more>>>

Money Wisdom & Musings

#Tradebrady?

2 Oct, 2014 I read a sports blog today where, for the first time in my experience, someone actually suggested… Read more>>>

Oil Barons of Yore Divesting their Interests

30 Sep, 2014 The New York Times reported last week that the Rockefeller Brothers Fund, which is the Rockefeller… Read more>>>

Down East Magazine’s 60th Anniversary ‘Art of Giving’ Gala

21 Aug, 2014 Last Thursday night I attended Down East Magazine's 60th birthday party. This wasn't any old… Read more>>>