We're glad you stopped by! We are an independent Financial and Investment Advisory firm. We serve families, couples, individuals, and small business, providing robust financial plan creation and comprehensive ongoing support. Investment management and personal and career coaching are key elements of this support. If you value personalized attention from trusted financial professionals who are accessible when and where you need them, you have come to the right place! We hope that you enjoy our site and find it helpful.
Recent Business News
FEBRUARY 4, 2010, The successful 27-year run of Brad & Mary Phelps (Phelps Shoe Repair) ended in grand fashion last October. A talented and determined employee has successfully taken the reins and is carrying on the tradition of outstanding service and value!