A full service financial firm, specializing in strategic Financial planning. 

We focus on families and individuals looking to make the most of their financial lives, particularly with responsible investments, life insurance, and tax strategies.  In an advisory relationship, I operate under a fiduciary standard where I am committed to working in the client's best interest, maintaining fair costs with premium service and communication.

Most of our clients fall into one of these stages of life:

Just for you...

Just for you...

We have created an entirely new program for young adults and families that are just starting out. We offer education and partnership so you know that you are not in this alone.

Learn more
Ahead of the game...

Ahead of the game...

You have done a great job building your savings. We can help you manage what you have while we take that next step in planning for your future.

Learn more
More complex needs...

More complex needs...

As your money grows, strategies become more elaborate.  Tax exposure and risk management move to the forefront while continuing to build your portfolio. 

Learn more

It's easy to get started.

Schedule an Introductory Call with Christiana

Have a Question?

Thank you!
Oops!