To best serve our clients’ unique needs, we design tailored financial plans centered around each client’s specific goals and needs.
Philip M. Maliniak, CRPC®
Co-Founder and Owner, Wealth Advisor, Chartered Retirement Planning Counselor℠
Xerxes L. Nabong, CFP®, CDFA®
Co-Founder and Owner, Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst® professional
Aaron Petty
Wealth Advisor
Nicole Brown-Griffin, AFC®, CFP®, CDFA®, EA
Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst® professional, Enrolled Agent
