About Us

Independent advice you can trust. Customized money management made easy.

Our Commitment to You

When you’re planning your future, you need a financial advisor you can rely on. Our fee-only independent team has been helping Janesville and Rock County families for over three decades. 

Our family firm has no ties to any product companies.  We only have one mission:  to help our clients achieve financial prosperity.  

We provide you with everything you need to get organized and financially on track: 

  • Consulting and advice on all areas of your financial life so nothing is left out of place
  • In-house investment management to help you build your nest egg while actively managing risk
  • Attentive personal service so you understand your strategies and feel confident about them
  • Unlimited support so you can call or email us anytime you need help
  • Reasonable, clear fees so you know exactly what you are paying for

Throughout the process, we act as your ‘fiduciary’. This means we put your interests first, so you get objective advice you can rely on. 

If you’re ready to commit to a better financial future, we’re ready to help you get there!


Our Complimentary eBook discusses the many considerations to be made on the path towards retirement, especially in the final years leading up.