As financial advisors, our mission is to provide our clients with a sensible perspective on the markets and a personal understanding of what is most important to them.
Our team's approach to comprehensive investment management is rooted in conservatism – we don't let emotion stand in the way of reason or allow trends to trump sound judgment. Our driving purpose is to help you achieve and maintain financial independence, and we strive to reach that goal by combining modern sophistication with timeless principles.
Celebrating 29 years of serving the people of West Michigan
This community is rich in tradition – both old and new. From the craftsmen and philanthropists who built Grand Rapids to the scientists and professionals who are shaping our region today, West Michigan has always been driven by its people. And for the past 29 years, our team has been proud to serve them.
Our own tradition is one centered on modern sophistication and timeless values. We approach financial planning and investment management sensibly, taking care to preserve principal but also to pursue opportunity.
Here, we offer more than 90 years of professional experience and lifetimes of local insight to help people like you achieve and maintain financial independence simply and soundly.