For over 18 years, we have been dedicated to exceeding the expectations of our clients by focusing on the quality, attentiveness and professionalism of the service we provide. As an independent team, we strive to act in the best interests of our clients. In addition, John Young voluntarily submitted to the rigorous CFP® certification process that includes demanding and on-going education, examination, experience and ethical requirements.

Our practice serves affluent individuals, entrepreneurs and sports professionals and recognize the importance of their families. We not only believe in the notion of family, we make serving families our focus and purpose. We do not view our family clients as merely monetary accounts, but as a close-knit unit of individual members spanning generations, bonded by a like-minded mission and unique goals for themselves and the people and causes that inspire them.

Our investment ideas and suggestions are created solely in the best interests of the families we serve. Our focus is not only on the day-to-day work of managing portfolios, but also on the greater issues such as risk management that can have a significant impact on the future. What’s more, we believe in honest, interpersonal relationships, respect for rights and values, and encouragement for personal preferences.