A Different Kind of Advisory Firm


    • Building Relationships and Understanding
    • Working with Design and Structure
    • Connecting the Parts
    • Converting complexity to Simplicity
    • Backtesting Recommendations
    • Providing Ongoing Support
    • Strengthening Financial Lives
    • Bringing Confidence

What We Do

    • Help our clients make wise decisions
    • Educate, so our clients know why before they act
    • Develop professional, long-term relationships with our clients
    • Strengthen our clients’ teams with financial leadership
    • Put systems in place to maximize results
    • Find efficiencies that create more wealth over time


Mike Washburn

Mike loves his work. Over 26 years, he built a solid business on principles of trust and hard work.

Mike loves his clients. His unique way of putting their needs first endears many people to his care.


Rick Landine

Rick engineers our reports. His ability to cut through the noise and provide clarity gives our clients total confidence in the results.




By first understanding our clients and their individual stories, we are able to design customized plans and systems that produce results:

  • Educated Clients
  • Simplicity and Understanding
  • Managed Risk
  • Solid Investments
  • Written Reports
  • Peace of Mind