Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check which provides information about firms and financial advisors.
Thank you for contacting us!
Congratulations on taking the first step toward a solid financial future. We are looking forward to guiding you.
We will contact you as soon as possible to set up your first appointment. If you prefer, you can use our scheduling calendar below to choose your appointment. Either way, we are excited to get started.
Casey Clementz
Darby Brower Jr.
In the meantime…
Feel free to review some of our recent financial articles.
Weekly Economic Update | 7/3
In this week’s recap: a consumer spending miss, a slight decline in confidence, a wave of new home buying, and the end of a good quarter for equities. INCOME AND SPENDING RISE, ALONG WITH CORE INFLATION According to the latest monthly Department of Commerce...
Should Couples Combine Their Finances?
To consolidate or not: that is the question. Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household? The first question is: how do you and your partner view money...
Is It Time to Stop Procrastinating About Your Financial Plan?
Some things to think about as you get started with your strategy. First, look at your expenses and your debt. Review your core living expenses (such as a mortgage payment, car payment, etc.). Can any core expenses be reduced? Investing aside, you position yourself to...