Client First Priority
Led by David Baker, CFP®, ChFC®, CLU®, RICP®, AIF® and Ken Handy, we advise successful individuals, business enterprises, medical practices, and non-profit organizations. We provide guidance on a wide range of financial matters, including sophisticated financial planning, investment management, tax planning, retirement income planning, education funding, and inter-generational wealth transfer.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.