We're a multi-generational team
Did you know that more than one-third of advisors are expected to retire in the next 10 years? 1
You won't have to worry about us retiring before you do! We plan to be your advisor for the rest of your life.
We also understand the importance of family. We're always honored to work with the children (and grandchildren) of our clients.
We have industry-leading credentials with experience in both bull and bear markets
A CERTIFIED FINANCIAL PLANNER® Professional brings coordination beyond the typical assets-only financial advisor, which allows us to work closely with your other professionals regarding business ownership, insurance analysis, estate planning, and tax planning.
A registered principal is licensed to oversee compliance as well as trading and sales personnel. Our team’s management experience has given us unique insight into the best practices of dozens of thriving teams across the country.
We combine old-school service with modern technology
We deeply value our client relationships and aim to deliver white-glove, personalized service.
As our client, you also get personalized financial planning software, real-time access to our calendars, and risk management tools - all at your fingertips.
We have been independent since 2001
We do not have any proprietary products or sales quotas, which gives us valuable flexibility with investment options that are tailored to your goals.
For our advisory clients, we are fiduciaries. This means we are legally bound to put your interests ahead of our own.
Our Philosophy Centers Around You
Planning Isn’t Everything. It’s the Only Thing.
Life is full of hurdles and unexpected challenges. Families grow. Businesses thrive and falter. Parents get older.
When it comes to money, there is no one-size-fits-all solution. At Totemic, we believe in a tailored approach to wealth that supports you and your needs. It is all about taking you from where you are to where you want to go.
As a multi-generational firm, we understand and appreciate the importance of the word “legacy" and the responsibility to preserve it. We believe by learning from the past, we can help you create a brighter future.
Financial Planning + Investment Management = Complete Wealth Management
