Brief Company History
Deep client relationships have been the hallmark of our company from the first day we opened on July 4th, 1994. This date also serves as a reminder to us that Independence Day is not only a national holiday but also our mission to help our clients create financial independence for themselves. It is the foundation for the unique business we now run today.
From his experience working in the financial services industry, Mr. Doole found that both banks and brokerages continue to do business as usual. However, he soon realized that clients want a meaningful relationship with a team of advisors who will be with their family for a lifetime.
We are a team of highly energetic and motivated people who truly want to make a difference in people’s lives. A company driven by relationships, rather than transactions. A business based around long-lasting, permanent values. Your values.