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Our goal is to assist our clients in every aspect of their financial lives, through sound, independent advice and superior service.

To accomplish this, we utilize the largest independent broker-dealer in the nation*, enabling us to offer an objective investment approach. Our staff consists of experienced professionals with a “hands on” method to financial guidance. As we guide our clients in formulating personal, comprehensive financial plans, we always take time to educate them as well. We conduct annual audits of our clients’ plans with them and monitor all aspects of their progress.

By staying focused on our client’s needs and providing the most personal service available, led by William Litton, we’ve earned a reputation for excellence in our industry, and rank in the top 1% of LPL Financial’s approximately 15,210 advisors nationwide, based on annual production.

*LPL Financial – as reported in Financial Planning Magazine 1996-2017, based on total revenue.

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