Why We Are Here

Our Mission

To provide a lifetime of sound, personalized guidance to our clients and their families with their best interests at the forefront of everything we do.

Our History

President and Founder Brian Peardon leads our firm with a mission to help people build, use, and preserve their wealth in a manner that brings them comfort and assurance that their best interests are always being served. For 22 years collectively, Brian and his team have given clients peace of mind through personalized guidance and custom investment strategies. This helps them feel grounded, growing, and confident in their present and future financial life.

Our Approach

Whether you’re saving for your first dream home or planning for your well-deserved retirement, we serve as your financial family - a dedicated partner and guiding force who will prioritize your values in every stage of life.

As Your Dedicated Partner we stay by your side through all of life’s ups and downs, helping you make the decisions that are truly right for you. We are the listening ear you can count on when you need answers around any financial situation you are facing.

As Your Guiding Force we work tirelessly to give you unbiased, objective information in your time of need and will take proactive measures to ensure we are consistently identifying opportunities and strategies that keep you on track to meet your goals.