A Family Office

Our Story

John H. Anderson

Founder & CEO

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Leadership

John H. Anderson

Founder & CEO

Peter Watson, CFA®

Founder & CIO

Paul B. Martin, CFP®

Senior Financial Advisor

Meet The Team

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Dwayne Hansen

Senior Financial Advisor

Sabrina Jackson, APMA®

Portfolio Advisor

Katrin Moore

Client Services

Why Us?

Clients First

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Independent Thought and Action

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The Fiduciary Difference

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Fees, Not Commissions

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Zero Conflicts of Interest

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Flexibility Tailored to You

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Our Clients

We serve a diverse group of clients, from 20-somethings to retirees. What they share in common: An insistence on trustworthy, expert advice with no strings attached.

High-net-worth and ultra-high-net-worth individuals and families, including those who are still building wealth and those who are retired.
Business owners, who seek both guidance through a liquidity event and a partner in managing their wealth.
Nonprofit organizations, which require expert, objective investment advice in order to achieve their goals.

Strategic Alliances

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Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat