Our Story

In April of 1998, Dean Buffington, Bruce Mohr, and Carey McNeal left their respective corporate officer positions in a regional private bank holding company to start an independent registered investment advisory firm focused on private wealth management. The firm is guided by a founding principle that successful people recognize they do not have the time, inclination, or expertise to manage their wealth alone.

Our mission is to provide a fiduciary financial advisory solution for successful, busy people who seek peace of mind in knowing their interests come first. While investment products and trends come and go, durable financial counsel stands the test of time. Our firm, now a team of ten professionals, manages over $500 million in assets for clients in multiple states.

It is not our goal to become the biggest financial business in town. Just the best.

We love what we do. We enjoy working with financial matters-but we don’t consider numbers to be our business. People are our business. In fact, our best day is a day spent meeting with clients.

We are each personally involved with our clients. And we plan to keep it that way.

What does that mean to you? You can be sure that you will always remain one of our most important clients.

We are committed to long-term relationships that mature and grow, along with your assets.

Introductory meetings are complimentary.

Click on the document below to view our pre-meeting questionnaire.