Client Focused, Results Driven.

As a fee only fiduciary we’re different from 94%
of financial advisors, and we pledge an experience second to none
- or we’ll pay you!

Meet Greg Phelps

President & Wealth Manager

“With over 19 years of  ”in-the-trenches” financial experience, I know what it takes to help you succeed. I’d like a chance to earn your trust and the opportunity to help you achieve your financial goals.”

Meet Greg »

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What Can We Do For You?

Client Focused, Results Driven Financial & Investment Planning

Investment Management

Accredited Investment Fiduciary Advisor

How do your investments stack up? We follow time-tested low-cost investment strategies which will help you reach your financial goals.

Investment Management »

Retirement & Financial Planning

CFP® Certified Financial Planner

You have goals which take both money and planning to achieve. Together we’ll chart a course to make your goals a reality!

Financial Planning »

Do you currently have investments?

If you:

Wonder what fees and commissions you’re REALLY paying?

Want to know if your ETF’s and mutual funds are good?

Don’t know if your investments match your goals?

Get the Answers & Peace of Mind You’re Looking For

Get a No-Cost Portfolio Review »

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