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Trustworthy. Responsive. Independent.

There is an award-winning team of wealth managers passionate about independent advice and providing world-class service who can help you pursue your vision in nearly any economic climate:

Bob McMahon, CFP®

Ryan Sant, CFP®

As independent advisors, we work for you—not some big company—placing your best interest first.

We help you answer the big financial questions in your life, such as:

  • How do I know when I can afford to retire?
  • How can I reduce the amount I pay in taxes?
  • How should I allocate my portfolio to maximize my chances of reaching my goals?
  • When should I start taking Social Security?
  • How do I know if I need a will?
  • What is the best way to plan for my kid’s education?
  • How much insurance, and what kinds of insurance do I need?
  • Why should I work with a CERTIFIED FINANCIAL PLANNER™?

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