Planning built around your priorities

Personal Financial Management

Our personal financial advisors believe wealth management is not just about investing for the future—it’s about managing your wealth so you can feel more confident about using your money to live the life you want today, while planning for tomorrow.

While there are many tools and resources out there to help you manage your money on your own, our advisors can help bring together the different aspects of your financial life, from investments and retirement funds, to your real estate and tax considerations to minimize financial stress and maximize your return on life.

FLM-1.jpg

Investing, preserving and transferring wealth

Personal financial planning.

Once your advisor understands what you want to accomplish, they can help create a plan that aligns with your priorities and investing preferences.

Build your financial strategy.

Once your advisor understands what you want to accomplish, they can help create a plan that aligns with your priorities and investing preferences.

Implement your plan.

Your advisor can implement a personalized strategy unique to you that’s built entirely around your unique needs—then make adjustments as your life unfolds.

Our Approach - 5050 Content Row 1

An investment strategy built around your values, priorities and beliefs

Acting as a partner in your corner, your advisor can help you access the firm’s vast in-house resources that span across your financial picture. After implementing your strategy, your advisor will be at the ready to adapt it as your life unfolds.

Meet our leadership

James Rivers

President

Marie Campion, SPHR, SHRM-SCP

Chief People Officer

Sonja Larimore, J.D., IACCP®, AIF®

Chief Compliance Officer

Rob Mlenek, MBA, CMA®

Chief Financial Officer

Frank Salb, CFA®

Chief Investment Officer

Jon Seiler

Head of Operations

Find a personal financial advisor near you.

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

"*" indicates required fields

Name*
ZIP Code*
Hidden
Hidden
This field is for validation purposes and should be left unchanged.

By providing a telephone number and submitting this form you are consenting to be contacted by a phone call (primarily) and/or SMS text message. SMS text message & data rates may apply. Reply STOP to opt out of further SMS text messaging.