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Your Values

It is essential that we understand what is important to you. Your values, your goals, your dreams. Our interactions with clients – with you – are focused on understanding your values so we can do a better job of helping you live them – successfully!

What We Do

We listen, intently, to what you have to say, so that we clearly understand your individual needs and goals.  

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How We Work Together

Planning is everything, especially when it comes to attaining your long-term financial objectives.

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How You Benefit

Putting you on an intentional path towards your financial goals allows you to leverage two of the most powerful forces in the universe: Freedom & Time

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Ryan T. Thomas Meyer

Ryan T. Meyer, CFP®

Certified Financial Planner, Wealth Manager

Leslie R. Berger

Leslie R. Berger

Client Care Partner

Al  Cumplido, CFA®

Al Cumplido, CFA®

Director of Investment Strategy

Marcin Krolikowski, PhD, CFA®

Marcin Krolikowski, PhD, CFA®

Co-Head of Investment Strategy

eQuipt is a platform that enables our clients to view their National Financial Services held accounts.

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Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

<p>Bridging the Confidence Gap</p>

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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<p>Social Security Benefits: How Much Will I Receive</p>

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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<p>Historical Inflation</p>

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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Let's Get In Touch

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