Just as a phoenix rises from the ashes and is reborn into a beautiful, powerful hero, we help our clients advance from the complexities of financial planning and become empowered, educated investors. We are passionate about serving individuals and families who care about the world around them and are looking to make a difference with their portfolios. We serve as much more than financial advisors — we serve as your advocate, educator, and friend.
Our founder, Myra Slaybaugh, focuses on holistic planning to meet the needs of her clients at every life stage. We can provide advice and guidance if you are just starting out and want to get an early start on investing, managing family events like growing your family or buying a home, changing careers, preparing for retirement, or are seeking strategies to optimize your estate planning goals.
We are also especially driven to help: women, people with special needs family members, those interested in socially responsible and impact investing, and the LGBTQ community. Each of these markets face needs that are underserved and our team seeks to provide the high level of care and compassion you deserve.
We find purpose in helping those around us and the community as a whole. If you would like to work with a financial professional who cares, contact us today.