You can rely on us as your financial thinking partner to help you better prioritize and make smart financial decisions.
Meet our team of experts
Liz Hand, CFP®
Clinton Miller, CFP®
Practice Manager and Advisor
Ellis Miller, J.D.
Founder and Senior Advisor
John Mullett, CIMA®
Sr. Client Services Manager
HOW WE DO IT
Ongoing experience combined
with reliable systems.
We are ever-learners with a robust variety of technical degrees including a Juris Doctorate, two CFP® certificants, and CIMA designee. We stay ahead of the economic trends, retirement needs and tax planning strategies so you don’t have to.
We use time-tested, data-driven portfolios and financial planning processes. Our practical and purposeful approach helps you move your financial strategy forward with smart decisions.
Ongoing experience combined with reliable systems.
We use time-tested, data-driven portfolios & financial planning processes. Our practical and purposeful approach helps you move your financial strategy forward with smart decisions.
A pleasant financial conversation contains all aspects of our firm’s values:
A long-term, data driven approach to personal finance.
Transparent, impactful conversations about your money and your life.
Consistent check-ins and financial action on what matters.
Expand what’s possible with your one wild and precious life.