Our financial advisors and support staff collaborate closely to provide a comprehensive experience aligned with your long-term objectives. Our marketing and operations teams streamline the process of becoming a subscriber, client, or investor, allowing our advisors to focus on listening to you and addressing your unique needs. Whether you're looking to grow your wealth, recover from debt, plan for retirement, or optimize your investments, we are dedicated to delivering the highest level of service and support throughout your financial planning journey.
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Our Visionary, James Brewer, was a 2024 InvestmentNews Excellence Awardee in the category of Environmental, Social and Governance (ESG)/Responsible Investing. He currently holds the following industry designations: Certified Financial Planner, Accredited Investment Fiduciary, Professional Plan Consultant and College Funding
and Student Loan Advisor. James’ many designations required over a month’s worth of
continuing education every two years. He is a Forbes.com Personal Finance Contributor. He co-authored Chapter 19, in Financial Behavior: Players, Services, Products, and Markets, Biases in Wealth and Retirement Planning. He was a former Adjunct Professor of Financial Planning for the College for Financial Planning.
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