Our Approach

St Marks Lighthouse located in the St. Marks National Wildlife Refuge near tallahassee.

 

We understand that no two clients are alike, which is why our approach adapts to your wide-ranging needs.  Some of our clients prefer a fee-based relationship while others prefer a more traditional brokerage account.  Many of our clients, however, are more suited to using a combination of two or three different types of investment platforms.  

We believe your goals should drive your investment experience – not the other way around.  That's why we seek to learn as much as we can about you, from your current investments, assets, and debts, to your emotions and biases toward investing and family dynamics.  Only then will we make our recommendations.