Your Local, Trusted Advisor
We support clients spanning families, farms, businesses, and trusts, offering comprehensive wealth management. We help simplify and strengthen our clients financial lives by integrating financial planning, investment management, tax, estate, and insurance services. Partner with us to experience how achieving your financial goals can be straightforward. Let us guide you on your path to success.
Helping Families, Farmers, Businesses, & Trusts
There's much to learn in the world of finance. So, take your time, look around, and learn all there is to know about our company. We hope you enjoy our site and take a moment to get to know us. We are located in Oceana County and serve many of the surrounding areas as well!
2025 Shoreline Media Readers Choice Award
Voted Favorite Financial Advisor
2025 Readers' Choice - Best Financial Advisor & Best Accounting/CPA Firm issued by Shoreline Media. Online voting for this year's contest was from May 11, 2025, to June 21, 2025 with paper ballots available weekly in The Oceanas Herald Journal and White Lake Beacon, and every Saturday in The Ludington Daily News. Winners are based on popular vote. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.