Broker Check

The principals in our firm possess some of the most sought-after credentials in the industry. Before hiring a financial advisor, ask about their education, experience and credentials. We further recommend that you certify whether an advisor is just licensed just to sell products. 

The following professional credentials indicate an advisor has achieved a high level of education, skills, and expertise. Advisors who hold these certifications are held to strict ethical standards and fiduciary conduct. 


CFP® CERTIFIED FINANCIAL PLANNER CERTIFICATION EDUCATION

Rigor, results.

7 COURSES

The CFP® certification education program from The American College of Financial Services is the nation’s top choice for financial planners. Know what you need to succeed on the CFP® exam and apply what you learn to your practice as you study.

ChFC® CHARTERED FINANCIAL CONSULTANT ®

Comprehensive, applied.

8 COURSES

The ChFC® designation is designed with an expanded application-based curriculum that can either bolster the knowledge obtained with a CFP® or provide advisors who have at least three years of financial industry experience with an alternative designation option to the CFP®.

CLU® CHARTERED LIFE UNDERWRITER ®

Security, stewardship.

8 COURSES

The CLU® designation provides a foundation of knowledge in risk management as well as advanced education in financial products and planning strategies to help clients meet state, business, and legacy planning needs. The CLU® curriculum delivers deep knowledge that helps individuals and businesses manage complex estate and tax planning goals.

CAP® CHARTERED ADVISOR IN PHILANTHROPY ®

A higher level of service to your clients, and community.

3 COURSES

CAP® designation holders become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.

Education

MSFS MASTER OF SCIENCE IN FINANCIAL SERVICES

The science of planning.

12 COURSES

The MSFS is an accredited degree program that provides comprehensive tools to help you analyze, plan, and implement integrated strategies in financial planning.

MBA MASTER OF BUSINESS ADMINISTRATION

With a specialization in leadership.

60 CREDITS

The MBA is an accredited Master’s degree program that offers you the opportunity to refine and deepen your essential leadership skills.