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TURN THE TIDE OF THE MARKETS IN YOUR FAVOR.

We use the science of investing to create better decisions about your money and thoughtful collaboration about your future. That means having an intentional plan and having the confidence to know that it’s been built to withstand the cyclical volatility of the financial markets. With a personal CFO at your side, you can focus on the future with confidence and certainty.

COMPREHENSIVE FINANCIAL SOLUTIONS

OUR COMMITMENT TO YOU CAN BE LIFE CHANGING.

We are StrongHaven, a growing organization of advisors, thought leaders, and specialists committed to delivering on the promise of better financial outcomes for our clients. Our approach is based on a commitment to act in your best interests. This means making recommendations based on what decades of financial research has shown to be the right way to invest. It means getting to know you, your business, your family, your goals, and your dreams. It means creating a plan that delivers results that impact what most matters to you. It means collaborating with you over time to see that plan through. The strength of our approach is our investment philosophy, which is built on a clear understanding of how to best capture the returns of the financial markets and create better outcomes for our clients. Our approach is based on time tested facts and research, rather than media-driven hype and conjecture. Investment planning is far from the complete value that we offer. How much risk are you taking? How much should you take? How do your taxes impact your savings? Is your protection program integrated with your plan? Do you have an estate plan? As your personal CFO, these are the questions we help you answer. Our goal is to free your mind from worrying about the daily ups and downs of the market, so you can focus on the things that really matter to you.

OUR TEAM

We work to improve the standard of living in the communities we serve by challenging and educating clients on the topics of saving, investing, and protection strategies.