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Nationally Recognized Financial Advisory Firm
2016 Pacesetter IMPACT Award™ Winner
Preferred Financial Advisory Firm for Rollins College
Find Your Path to Financial Freedom
Figure out where you are, to see where you can go. We’ll work together to make sense of your financial statements and develop a risk management strategy. Then, we’ll develop a plan to get rid of consumer debt for life, so you can truly build wealth.
Plan, plan, plan.
We maximize your investments to get you on track for retirement and college tuition for your kids. We’ll even look at your mortgage and see if it makes sense to pay it off sooner than later.
Meet the Team
Client Services Manager
Ana Fernandez, CFP®
Client Support Specialist
Kathryn Hite, CFP®
Jason Martin, CFP®, CMT
CIO & Co-Founder
Director of Operations
Paul Roldán, CFP®
CEO & Co-Founder
Client Service Advisor
Client Service Associate
Read through our market commentary here, or skip to Jason’s June 2022 Market Update video below. While stock prices Read More