Broker Check

CEFEX

Our business is built on a foundation of thoughtful client relationships.

As a CEFEX-certified financial planning firm we uphold a standard of fiduciary excellence. 

If you would like to learn more about CEFEX, the Centre for Fiduciary Excellence, please visit our links below and their website: www.cefex.org.

Our fiduciary pledge can be found here, also.


What's Trust Worth As An Investment Advisor?

News Release

Fact Sheet

How Our Clients Benefit from Our CEFEX Certification

Certificate of Registration

Letter of Registration