I am thrilled to announce that we’ll be celebrating our 35th Anniversary in 2018! This calls for celebration, but also forward thinking, as our greatest accomplishments still lie ahead.

When our company was founded in 1983, we could hardly imagine our growth to a nationally recognized financial planning firm, with three service offerings, seven offices and thirty-seven employees. Much has transpired in these three and a half decades.

In the early years, we made the (at the time – controversial) switch to transparent fee-only pricing, in contrast to our peers charging investment commissions. We later led the profession in its application of Financial Life Planning, identifying our clients’ core values and goals in order to merge their money with their life. Recently, we’ve grown through the acquisition of like-minded, planning-oriented firms, and have aggressively hired top talent from financial planning programs and organizations throughout the country. Additionally, our Retirement Plan Department continues to flourish and has been named as one of the top plan advisors by several national publications, recognizing our fiduciary approach and commitment to ongoing participant education.

Looking forward, we plan to continue our strategic growth, leveraging our 35 years of experience with today’s tools and technology. This year, we will be launching an enhanced investment management platform, which will provide clients with a more robust, interactive experience including on demand reports and customizable user preferences.

The success we’ve experienced is a testament to so many amazing people; from our dedicated employees, trusted professional partners, and most of all, our loyal clients. I would like to take this opportunity to thank you for helping us succeed, and invite you to join us in celebration of this milestone. Without you, none of this would ever be possible.

Keep an eye out for additional announcements and activities related to this momentous occasion!


Richard J. Busillo, CFP®, AIF®, RPA

Chairman & CEO