Our Philosophy
Our philosophy is not only to help you develop a customized financial plan and to manage your assets as prudently as possible, but to do so with traditional customer service. We believe some things shouldn’t change with the times… technology… and mega-corporations… and for our clients – the familiarity of the old corner 5 & 10 or the barber that actually knew your name – are memories we don’t want to lose.
Our goal in taking care of your financial affairs is to exceed your expectations by holding ourselves to the highest level of accountability and responsiveness.
Our Legacy
Our legacy is the shared commitment of our family—father, son, and daughter—to our clients' financial well-being. This multi-generational perspective ensures we honor the past while strategically planning for the future. Our desire is to become a valued advisor and confidant to each family we work with, prioritizing both their generational wealth and family values.
Our History
As an Economics major at the Naval Academy, a Supply Officer at sea, and the Midshipman Financial Advisor on shore duty back in Annapolis - Eric was positioning himself from the beginning to assist others in the area of their finances.
Following his graduation from Auburn University with a degree in finance, and his commissioning as an officer in the Navy, Kyler served onboard the USS Gettysburg (CG 64) and the USS Kidd DDG 100).
