The Difference
Is Knowledge

Put our decades of financial planning experience
to work to help pursue your goals.

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Knowledge Is Power

Our extensive technical proficiency in financial strategies and solutions enables us to develop effective financial plans to help you reach your long-term aspirations.



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Who We Are

We’re a team that exclusively focuses on one goal—helping you achieve yours.

You can take advantage of the depth of our know-how. Collectively, our financial advisors have more than 80 years of experience, amassing a wealth of technical knowledge, resources, and capabilities to effectively serve your needs.

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Who We Serve

We work with a wide range of nice people like you, from young professionals and families just starting out on their financial journey to more established individuals who are currently enjoying their retirement years. We offer strategies to address your needs at every stage of life.

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Young Professionals

Comprehensive financial planning, savings strategies, debt management, and more.

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Families

Wealth management, estate planning, protection planning, and education savings strategies.

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Pre-Retirees and Retirees

Retirement income solutions, social security strategies, and tax planning options.

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Business Owners and Employers

Tax planning, retirement plan management, and business continuity strategies.

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Our Knowledge Sets Us Apart

As CERTIFIED FINANCIAL PLANNERTM professionals, all of our advisors have earned their CFP® certifications, which is the standard of excellence in financial planning. Our advisors work together in a team approach, so you can take advantage of our collaboration and shared insights, strategies, and ideas to meet your planning needs.

Bo Blankenship

Bo Blankenship, MTA, CFP®

Founder and Partner

R Benjamin Fry

R Benjamin Fry, CFP®, CLTC®

Founder and Partner

Adam Z Peters

Adam Z Peters, CFP®, AIF®

Founder and Partner

Gerald Tuck

Gerald Tuck

Founder and Partner

Meet Our Team

Schedule a Meeting Today

Let’s start the conversation so we can show you how we empower you to pursue your financial goals.

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