Our mission: to help clients develop wealthy habits and reduce financial stress.

How are we different? We are:

• Independent – we work for you, not for Wall Street. We provide recommendations without pressure to promote specific products and are a registered investment advisory firm.
• Comprehensive – our philosophy is that financial success requires attention to not only investments but also identifying goals, budgeting, tax planning, debt management, insurance, estate planning and ongoing monitoring. We help you make better decisions in each of these areas.
• Fee-Only – we do not accept commissions or referral fees for selling products. Instead, we provide objective advice for a reasonable fee paid directly by you.
• Experienced – we have been helping clients achieve their financial goals since 1997. Ron Van Surksum, Principal, is a CERTIFIED FINANCIAL PLANNER ™ professional and member of the Financial Planning Association. Scott Grissom, Advisor, is a CERTIFIED FINANCIAL PLANNER ™ professional and member of the National Association of Professional Financial Advisors (NAPFA).

Call us today to schedule a no-obligation meeting to explore how we can serve you: (616) 531.5220