705 Griffith Street

Suite 301

Davidson, NC 28036 



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Commitment To Our Clients

We believe that trust and integrity are the most critical elements in our relationship with our clients. Our success as a firm is driven by our focus on each client’s well being and by always putting our client’s interests ahead of our own.

Fiduciary Relationship

We have a fiduciary relationship with each of our clients. This means that everything we do will be in your best interest.


We do not sell investment products nor do we use any proprietary investment funds. As a result, we are free to be completely impartial in our counsel regarding your financial assets.

Fee-Only Advisors

We are fee-only advisors and do not accept commissions on any stocks, bonds, financial instruments, or other products that we recommend. We believe that commissions create a conflict of interest and make it difficult, if not impossible, to provide objective investment advice.

We Invest Alongside Our Clients

We utilize the same investments for ourselves that we recommend for our clients.



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