Where Strategy Meets Wisdom

Our advisors specialize in federal employee benefits, providing experienced guidance through the complexities of the FERS and CSRS retirement systems. With our in-depth knowledge, we aim to help clients maximize their benefits, avoid costly mistakes, and make informed decisions regarding TSP, FEGLI, FEHB, and pensions. Our expertise also allows for tax-efficient planning, seamless healthcare transitions, and holistic financial strategies tailored to the unique needs of federal employees.

Holistic financial planning provides a comprehensive approach by integrating all aspects of a person's financial life, including investments, retirement, taxes, insurance, and estate planning. This strategy ensures that each financial decision aligns with the bigger picture rather than focusing on isolated areas. According to a 2023 study by Emoneyadvisor.com, only 46% of advisors offer this and only 29% of them offer this to all clients.

We believe a great experience begins with the personal touch of a dedicated advisor and a team that knows your name. Through our alliance with LPL Financial, we access cutting-edge technology, leading research, and a vast array of non-proprietary investment options. This collaboration enables us to provide both personalized service and the innovation you deserve.