Wealth Guided by
Principle
We are a nationwide firm providing financial planning and wealth management for business owners, servicemembers and veterans, and families focused on wealth accumulation. Our approach is rooted in integrity, transparency, and a long-term focus on helping you build financial security.
The Praetorian Guard Experience.
A clear, deliberate path from where you are today to a plan we help you execute with confidence.
Gold steps are the two client meetings with your advisor.
Step 1 Client meeting
Discovery Meeting
An initial conversation about your life, values, and aspirations, far beyond just your investments.
Learn moreStep 2
Formalize Relationship
You decide if we are the right fit for you. This marks the beginning of a long-term advisory relationship built on trust, accountability, and a shared commitment to disciplined financial decision-making.
Learn moreStep 3
Financials Review
An in-depth, objective analysis of your current financial structure, cash flow, and investment strategy to identify strengths, inefficiencies, and areas requiring proactive attention.
Learn moreStep 4
Developing a Financial Plan
A personalized investment strategy and comprehensive financial plan built around your goals, with a strategic roadmap for what comes next.
Learn moreStep 5 Client meeting
Presentation & Alignment
A collaborative review of priorities and refinement of the strategies that matter.
Learn moreStep 6
Plan Execution & Monitoring
Bringing your vision to life with confidence and control, plus ongoing review as your life evolves.
Learn moreStep 1 Discovery Meeting
An initial conversation about your life, values, and aspirations, far beyond just your investments.
Learn moreStep 2 Formalize Relationship
You decide if we are the right fit for you. This marks the beginning of a long-term advisory relationship built on trust, accountability, and a shared commitment to disciplined financial decision-making.
Learn moreStep 3 Financials Review
An in-depth, objective analysis of your current financial structure, cash flow, and investment strategy to identify strengths, inefficiencies, and areas requiring proactive attention.
Learn moreStep 4 Developing a Financial Plan
A personalized investment strategy and comprehensive financial plan built around your goals, with a strategic roadmap for what comes next.
Learn moreStep 5 Presentation & Alignment
A collaborative review of priorities and refinement of the strategies that matter.
Learn moreStep 6 Plan Execution & Monitoring
Bringing your vision to life with confidence and control, plus ongoing review as your life evolves.
Learn more
Advisors people can trust.
Our clients come from different places but share a common need: personalized advice for the decisions that touch every part of their financial lives.
We work best with clients who want ongoing, coordinated guidance across all major aspects of their financial lives.
Individuals & Families
We help you gain confidence and control over your financial life, from maximizing savings strategies to planning for college, retirement and the next generation.
U.S. Servicemembers & Veterans
We help you navigate active duty & post-service financial decisions with specialized guidance on TSP, retirement pay, and VA disability.
Business Owners & Entrepreneurs
We help you turn business success into personal wealth, from structuring owner compensation to planning for liquidity events, succession, and life after the business.
Accomplished Professionals
We help you convert high income into lasting financial independence, from managing equity compensation and implementing tax-efficient investment strategies.
Advanced IRA planning for retirement and legacy decisions.
Retirement distribution is an area where small mistakes are expensive and hard to undo. As members of Ed Slott's Master Elite IRA Advisor Group, we bring specialized expertise in retirement and legacy planning to every client we serve.
The people behind your plan.
A team of CFP® Professionals and specialists who work together for every client.
Perspectives from our team.
Reach out to learn if we are the right fit for your needs.
A conversation is the first step. No pressure, no obligation.
Schedule a consultationPlease review the disclaimer for our newsletters and Praetorian Perspectives.