Our Story

In April of 1998 Dean Buffington, Bruce Mohr, and Carey McNeal left corporate officer positions in a regional private bank, trust, and investment management company to start a private and independent firm focused on wealth management. We are guided by a founding principle that successful people choose to spend their time where it matters most to them.  While managing their wealth is of high importance, they do not have the time, the desire, or the expertise to manage their wealth alone.

For twenty years we have executed our mission to provide a fiduciary financial advisory solution for successful, busy people who seek peace of mind in knowing their interests come first. Investment products and trends of the day cycle through but solid investment and 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.