Bridging the Confidence Gap
It May Be Time for a Financial Checkup
What Does Your Retirement Look Like?
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
Words of Wisdom
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Team Recognition
Three-peat Forbes Winner
John B. Lipe, FORBES/SHOOK Research 2021, 2022, & 2023 Best-In-State Wealth Advisor
Published annually January - April. Rankings based on data as of June 30 of prior year.
On Wall Street Recognition
On Wall Street 2020 Top 40 Regional BD Advisors Under 40, John B. Lipe
Published annually January-April. Nominations are received from advisors and managers by October of the prior year then ranked according to production totals.
Forbes Best-In-State Advisor
John B. Lipe, FORBES/SHOOK Research 2019 America's Top Next-Gen Best-In-State Advisor
Published September 4, 2019. Rankings based on data as of March 31, 2019.