Our Business is Built on Trust

We may not be the biggest, but we aim to be the very best.
We will:

  • Reduce your fees

  • Be completely transparent

  • Complete a comprehensive financial plan unlike anything you've ever seen

  • Provide you with terrific customer service. 

Our livelihood depends on it.



Contact Us for a FREE Consultation today!

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Client Reviews

The first step in personal or corporate finance is understanding. Not everyone grasps the concepts in this very complicated world. Kent’s unique approach to people is what makes him different. He possesses the natural ability to relate and communicate in a language that is easy to understand.

We have had the pleasure of working with Kent both personally and professionally. In both cases we have acted on advice from Kent that has shown real results. I recommend working with Kent if you want to see results, hear it like it is and get excited about your goals.
To Whom It May Concern:

Kent was the third young financial advisor assigned to us in less than a five year period with (Financial Institution). We were about to search for a different firm with more mature and experienced advisors when we agreed to at least have an introduction to Kent. He said just meet with me. We are really glad we did.

He is a very determined young man and made a very good impression which he quickly backed up with action in providing information and advice shortly after our first meeting. He had several schedules drawn up of various scenarios for eventual retirement with financial success along the way. We don’t impress easily but Kent was very professional and knowledgeable and showed genuine concern for our welfare.

We have grown to really value our relationship, both financial and personal now.

To whom it may concern,

I am writing this testimonial in support of Mr. Kent Tilley. I have had the pleasure of working with Kent for approximately 3 years and have always appreciated his insights and forethought into my financial future and helping me achieve my financial goals. Kent has always been extremely trustworthy, which is invaluable to me as I am very sensitive about sharing my financial information and have always been leery about who to trust to give me guidance and advice. Kent instantly made me feel like I was in good hands and treated both my wife and I with utmost respect. Throughout the years he has solidified himself to be knowledgeable in his field as well as aware of all current and forthcoming legislative adjustments so we can react and adjust accordingly. Kent has always taken the time to educate us on how changing our investments will benefit us in the long term and has never rushed us nor pushed us to make a decision. I am a strong believer in Kent and his moral and ethical foundation he stands on and would highly recommend his services.

Best regards

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