An Expert Planning Team You Can Trust

Hey there! I'm Josh (or OG from Stacking Benjamins) -

With nearly a quarter century of financial planning experience, I'm confident our team can help you with all of your financial goals, dreams, plans, and questions.

Let's get started with a free 45-minute chat to see if we're a good fit and if now is the right time.

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Providing Confidence in Your Wealth

Get an expert perspective on your financial plan from a team of CFP® professionals

Peace of Mind.

After our initial call, you'll feel excited about the future and confident in your goals .

Fiduciary.

We always do what's in your best interest - your success is our only goal.

No Cost.

You'll chat with one of our CFP® professionals - and if you don't decide to hire us, there's no cost to you.

1,100

Podcast Episodes

30m

Downloads since 2012

150+

Financial plans created in last 12 months

$90m

In client assets managed

Our Services

Comprehensive help from Certified Financial Planner™ professionals

Customized Investment Planning

Retirement Planning Roadmaps

Risk Management Analysis

Estate Planning Support

Tax Planning

Debt Paydown Strategies

Stop Procrastinating.

Start Financial Planning with a team you know and trust.

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