Our team welcomes you!
With offices located conveniently in Lexington and Greenville, we’re easy to reach. And we make it easier for you to reach your financial goals. Clients work with us because we tailor financial plans that are customized to each family. We all have similar goals and dreams - like getting our children a good start in life or transitioning into a comfortable retirement that gives us the chance to pursue new activities. But the path each of us follows to get there is unique. Another reason people work with us: We incorporate charitable giving into the plans we develop. That’s important to them, because they love their community. We do, too. Working together, we help make the place that we call home even better. So how can we help you?
M – F: 9 a.m. – 5 p.m.