01. Independent Advice

From an independent advisor you receive objective advice that is in your best interest. You gain sound advice that addresses your tough challenges. We have no proprietary products to sell.  Our independent advice grows from forging a deep personal relationship with you  Discover More Here

02. Who We Serve

Our clients live in North Carolina, Virginia, and throughout the United States.  Like many, you may have a passion for the Outer Banks . . . for the ocean, its nature preserves, its unmatched history, and its active community life.  Wherever you are, you may desire financial planning to help to ensure your comfortable life now and in retirement. Discover More Here

03. Financial Planning

You realize that a one-size-fits-all approach does not take into account your unique personality, your special situation, and your desires. Above all, you want advice that’s tailored for you. This 6-Step Financial Planning Process may be your answer. Discover More Here