Broker Check

Our Mission

As financial advisors and planners, we are honored to help our clients achieve their financial goals.

Our preference is for true, long-term partnerships focused on the unique situations of our clients and families, helping them be well informed and empowered to make sound financial decisions.  

We believe that an integrated and holistic financial plan is the foundational key to their success - including collaborating with legal and tax advisors to create a comprehensive and flexible plan that addresses all parts of financial planning and estate planning.

We strive to listen to and fully understand our clients and what they would like to achieve.  As a result, our clients and families feel supported through their major life events such as college funding, retirement and family legacy planning for the next generation.


"Helping Our Clients Reach Their Goals By Being Well Informed To Make The Best Decisions For Their Family Is An Honor"

- George A. Bernet, CFP®

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
Learn More
Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Learn More
Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
Learn More