We are a team of local financial professionals with an average of 25 years of residency in Flagler County.
Through our comprehensive financial planning process, we get to know you and what you care about the most.
We recognize financial decisions can be complex and every family’s goals and needs are unique.
Our team of professionals has years of experience in financial services and countless volunteer hours serving our community on various boards, associations, civic groups, and foundations here in Flagler County. We pride ourselves on the trusted relationships we have built with our clients as well as our business community.
David, Eddie, and the rest of the team explain the “why” behind the planning process, helping people gain clarity and confidence to pursue their long term goals. It’s important for us to learn about each person’s values, goals, dreams and ambitions before suggesting any approach. Once we learn the details of what makes you unique, we work together to build a customized financial plan that provides confidence and a path for your financial future.
Our practice is built on a foundation of meaningful and trusted client relationships.
Our goal is simple. We want to learn more about you, what you need and what you want to achieve. We help you identify personal financial strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. As your trusted advisors, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Client Service Associate
LPL Financial Advisor
Client Operations Associate
Client Operations Specialist
These awards are based on votes by readers of the Flagler/Palm Coast News - Tribune for local financial service providers.