Back to top

Plan for the future, prosper in the present.

We're an independent financial planning and private wealth management firm focused on educating our clients so they can be confident in their financial future.


Empower our clients to make confident financial decisions through education and research-based planning.

About Us

How would financial peace of mind affect your life? What would you do differently if you knew how your retirement would look, years in advance? We’re passionate about helping people like you live their best life—before and after retirement.

Nick with clients

With a Money Master Retirement Plan, our clients find their version of happiness in retirement. Comprised of five key components, the Money Master Retirement Plan provides a comprehensive view of every part of your financial life.

Educational Resources

Retirement can often be complex and confusing. We created these resources to simplify the retirement planning process and help you understand each piece of your financial plan.

Social Security

Retirement Planning

Lifestyle Planning

Retirement Income

Want to meet with an advisor?

Our advisors are happy to help you plan your future, share more knowledge, and answer any questions.

A New Book From Brindle & Bay