What We Do
What do we do for our clients?
What to Expect

Our Services
What We DO
Asset & Debt Management

Investment Management

Tax Planning

Insurance & Benefits Review

Family and Charitable Giving

Estate Planning

Accumulation & Retirement Planning

Cash Flow & Income Management

RSUs
When We Help

Support Through Every Stage of Life

Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

Birth of a Child

Career Change

Divorce

Loss of a Loved One

Marriage

Retirement

Sudden Money

All Life Stages
Who We Are

Meet Our Team

We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

Our Team

Our Executive Team

Brett J Lee, JD, MBA, CSCP

Amy Tessmer, CPA

Matt Mercer

Eric Kies, CFP®
Resources

Our Latest Insights

Interest Rates and Your Financial Journey: Understanding the Stages

“Everything I Have Is Tied up in the Business”: Managing Concentrated Risk for Business Owners

All Insights

Our Webinars

Wealth Planning 101: How to Manage Inheritance and Sudden Money with Confidence

Navigating Turbulent Markets

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Locations

Our Locations

We are proud to have seven office locations throughout the US that are happily serving clients locally and nationwide. Find the right location for you and view all locations here.

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New Orleans

Quad Cities

Iowa City

Twin Cities

Chicago

Alaska

Fresno

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Your Insights

financial life planning, Fresno Office

Interest Rates and Your Financial Journey: Understanding the Stages

July 21, 2025

We all deal with interest rates in various ways: in the interest we pay to mortgage lenders or credit card companies; in the interest we collect from our fixed-income and other interest-bearing investments. The difference—both in the effect of interest rates on our financial situation and our attitude toward them—is largely determined by which side of the interest rate transaction we happen to be on.

Financial Strategies for Growing Families

June 13, 2025

There are some general principles of financial management and strategy that can help young, growing families weather the inevitable storms that life brews up, from time to time. In this article, we’ll discuss some basics that can help your keep your young family’s finances on track—and help you get them back on track after a “temporary detour.”

Romance and Finance: Growing Wealth as a Young Couple

January 17, 2025

As newlyweds, you’re entering a beautiful new chapter of love, partnership, and—wait for it—shared bank accounts. Marriage is all about compromise, from deciding who gets the last slice of pizza to figuring out who’s responsible for paying the bills. And when it comes to money, it’s less about whose turn it is to buy dinner and more about aligning your financial goals. It could be splurging on a vacation or saving for the future.

Grandparents and Gifting: Doing It the Right Way

December 3, 2024

We’ve written previously about various ways grandparents might want to structure the financial gifts they provide for their grandchildren. Grandparents may wish to include their grandchildren in their annual gifting plans as a regular part of their estate planning; in 2024, by combining their individual gift tax exclusions, a married couple filing jointly can gift as much as $36,000 to one or more individuals.

Being Grateful Isn’t Just Good for Your Outlook: It’s a Good Retirement Strategy

November 13, 2024

There is research demonstrating that people who are habitually grateful for what they have also tend to be financially healthier. And that can make a big difference in the quality and satisfaction you achieve during your retirement years.

LGBTQ+ Financial Planning: Some Important Considerations

June 12, 2024

While many important advances have been made in recent years in both the legal and social landscape, LGBTQ+ individuals still face many unique challenges, many of which have financial implications. This means that LGBTQ+ persons, whether single, partnered, or legally married, need financial planning advice that recognizes and takes into account these special challenges.