Our Story

In 1607, more than 100 English colonists braved treacherous waters and uncharted territory to discover Jamestown, Virginia. Their First Landing occurred right here in our local community at Cape Henry in Virginia Beach.

Just as these brave explorers sought to honor God and their country more than 400 years ago, we adhere to the same values and beliefs for our clients and team members. Our relationships are built on honesty and integrity, and our clients’ needs and goals guide our actions.

Along with maintaining high ethics and trust, we are committed to continuously improving our knowledge and education. Our team includes Mike as a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans Specialist, an Accredited Investment Fiduciary Analyst and Matt as a Certified Plan Fiduciary Advisor, and an Accredited Investment Fiduciary, along with the vast resources provided to us by our relationship with Raymond James Financial Services.

Combining our advanced credentials and 44 years of industry experience, we aim to instill in our clients confidence knowing we can assist with their many needs. Whether we’re working with corporate retirement plan sponsors, hard-working families, or business owners, we seek to provide comprehensive and holistic financial services. Rather than serve as generalists providing conventional strategies, we combine the skills of our diverse team to develop personalized strategies designed to meet your goals.

We have helped hundreds of employers and employees better understand their corporate retirement plans. Let us serve at the helm and help you navigate your 401(k) plan confidently.