Thank you for visiting our web site.  We offer it as a preliminary way to make you acquainted with us.  

We are a sophisticated FEE-ONLY small-town firm with small-town values.  We take pride in our technical knowledge and common sense.  The result of our 25-year record of integrity, performance, and client service is a steadily growing firm with a very high client retention rate. 

We offer Comprehensive Financial Planning and Asset Management Services.  Some of our clients engage us for one, some the other, and some for both.  Currently, we manage more that  $80 million in assets for 150 clients. 

Our clients are diverse as you might expect in a small, prosperous town.  We tailor each client's portfolio to them after going through an elaborate process. Generally speaking, we tend to be conservative in our investment recommendations.    

Because of our financial planning background and experience, we recognize many tax and estate planning opportunities that coordinated with investment management greatly benefit our clients.   

If you are considering hiring a Financial Planner and/or Investment Advisor, we deserve consideration.  We hope we hear from you!   

Cordially,

John A. Brown, CFP