Founded With A Simple Mission:
To do what’s right for you. We put relationships, trust, and honest financial stewardship at the heart of every decision and measure our success by your peace of mind.
Meet Erin and Trevor
The Dynamic Duo
With over 30 years of combined experience, Erin and Trevor bring deep expertise and genuine care to every client relationship. Erin holds credentials as a CFP® professional, CPA/PFS™, Accredited Estate Planner®, and Chartered Advisor in Philanthropy®, and Trevor is a CFP® professional. Together, their complementary skills create a balanced and comprehensive approach to wealth management that pairs technical proficiency with personalized service.
What sets Erin and Trevor apart is the trust they build through attentive, collaborative relationships. They pride themselves on being warm, detail-oriented, professional, and easy to talk to, which are qualities that help clients feel truly supported and confident with each step. Their approach focuses on building long-term partnerships grounded in trust, open communication, and flexibility.
They are committed to continuous learning, attending industry conferences and engaging with professional networks to stay actively involved in the financial planning community. By keeping current with evolving best practices, Erin and Trevor are able to serve you effectively in a rapidly changing financial landscape.
Erin and Trevor believe strongly in maintaining a boutique wealth management firm structure. By serving a limited number of families, they are able to dedicate meaningful time to each one. This gives them the ability to provide highly personalized financial guidance.
Our Values
The values that guide us every day include:
Integrity
Upholding strong ethical standards in every decision and recommendation.
Thoughtfulness
Taking the time to understand what matters most to you and translating that into a practical, tailored financial plan.
Collaboration
Partnering closely with you and trusted professionals to create a seamless, coordinated financial plan.
Empowerment
Making complex financial topics understandable so you can make well-informed choices.
Enduring Commitment
Staying by your side through life’s changes with steady, forward-looking guidance.
What Drives Us
We believe true wealth management is about more than numbers. Our commitment to you includes:
Helping you to maintain clarity and confidence in your financial life
Building trusted relationships that support your long-term success
Making sure every decision serves your vision for the future
Aiding in safeguarding the wealth you’ve worked hard to build
Equipping you with the knowledge to make informed, empowered decisions
Guiding you toward lasting financial independence and peace of mind
Built on Trust:
Our Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act in your best interest. This commitment means we prioritize your financial well-being above all else and provide transparent advice. We uphold the highest standards of care and professionalism. Your portfolio is continuously monitored and managed with your goals front and center, and our recommendations are carefully aligned with your unique circumstances and long-term objectives. Your trust is the foundation of everything we do, and we take that responsibility very seriously.
Are You Ready to Learn More?
Whether you’re preparing for retirement, navigating loss, planning for your legacy, or simply want an experienced advisor by your side, we’re here to help.
