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  • Columbia, SC 29201
MISSION STATEMENT NO ONE STRATEGY FITS EVERYONE FOCUS ON WHAT MATTERS MOST OUR GOAL

UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT

Thank you for visiting our website! The primary purpose of this site is to enhance the awareness of our firm’s capability in addressing the wealth management, retirement and financial planning needs of individuals and families and the investment management needs of institutions and charitable organizations. We are independent and powered by one of the nation’s largest Broker Dealers—LPL Financial*. This arrangement allows us to truly tailor strategies specifically designed to meet the unique needs of our clients; not the investment firm. 

“With almost 25 years of experience in the financial services arena, our firm is confident that we have the capability of working with you through all the various stages of your life.”

*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.

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