Why Us
We Strive to Go Further
At the heart of our investment firm are core values that define our commitment to clients: leveraging decades of experience to provide comprehensive, trustworthy advice while embracing a collaborative team approach that seeks to ensure every decision is informed by diverse expertise and aligned with our clients’ best interests. Our core beliefs guide how we treat our clients and how we do business. They show you who we are, how we stand apart and why we’re here to be your trusted partner in financial success.
Experienced
With over 55 years of combined experience, the firm’s Co-Founders, EJ Pipkin and Cheryl Sutter, bring expertise and deep industry knowledge to guide our clients toward their financial goals.
Trustworthy
Our commitment to trustworthiness is unwavering; we prioritize transparency, ethical conduct and personalized care in every client interaction, ensuring that your best interests are always at the heart of our advice and decisions. We strive to build lasting relationships grounded in integrity and dependability so that you can feel confident in your financial journey. Our firm values trustworthiness, and we live it with everything we say and do. We are driven to build strong, long-lasting relationships and maintain a solid reputation in the financial services industry.
Comprehensive
Our comprehensive services offer tailored investment strategies to help our clients pursue and achieve their financial dreams. We take pride in our ability to be your one-stop shop for holistic financial management.
Team-Focused
Our team approach helps to ensure that you benefit from the collective expertise of a diverse group of professionals, specializing in different areas of finance, working together to provide you with well-rounded and informed financial strategies.
