Why Independence Matters

Your needs drive every decision, free from the constraints of big institutions and cookie-cutter solutions

You’ll have a dedicated partner giving you personalized advice that puts your family and goals first.

Feel confident with solutions made just for you—because that’s what matters most.

Everything I do is Focused on You.

-Justin

  • The Complete Approach

    Personalized, proactive strategies that integrate investment management, tax and education planning to simplify and secure your financial future

    Discover the Difference

  • See if it's a Good Fit

    Share your financial goals and challenges. We can explore your unique situation and determine if our personalized approach is the right fit for you.

    Get Your Questions Answered

  • FAQ

    Clear, straightforward answers to common questions about our services, fees, and approach—feel confident and informed as you plan your financial future.

    Explore

  • Investments

    Holistic portfolio management with strategies for asset allocation and tax efficiency. Ensures your investments align with your goals while maximizing returns.

  • Planning

    Expert, personalized, and proactive. Simplify the complex to meet your needs, encourage decisive action, and maintain flexibility for all that life holds.

  • Taxes

    Proactive action to minimize taxes and plan for the unexpected. Integrated into all our financial plans. Stay Tax-efficient and keep more of what you’ve earned.

  • Lifestyle

    Life is about experiences, wellness, and adventure. Enjoy meaningful pursuits now, stay financially secure for the future.