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.

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 .


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.


Podcast Episodes


Downloads since 2012


Financial plans created in last 12 months


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.