We Don’t Do Cookie Cutter

We believe that sound advice doesn’t come from a single conversation. This is why we take the time to learn what’s most important to you before we provide feedback. Our process includes pairing you with advisors we know you’ll connect with, learning about you as a unique individual, and developing a deep understanding of your long-term vision.

Know Our Process

Your Success is Our Mission

We aim to continually provide you with holistic strategies to your financial and personal needs. Our highly-educated and client-focused advisors will help you every step of the way, from defining your goals, to developing your plan towards success.

Learn Our Mission


Our Clients are Our Culture

Everything we do is done with you in mind. Whether it’s making sure you always speak to a member of our team, ensuring your reports are easy to understand, or just being a sounding board for your financial questions, we want you to feel confident that you’re our top priority.

Experience Our Culture

This is What We Do

Our account minimums are a good attitude and being open to advice. Once we’ve determined your goals, we will customize our investment management strategy to your unique requirements. We aim to be truly objective, honest, and realistic in our wealth management.


Tax Efficient Investing


Risk Management




Legacy Estate Planning Strategies


Specialized Business Services


Holistic Wealth Advice

We provide guidance and personalized strategies so you can spend more time in retirement.

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Your Team

For over 45 years, our advisors have diligently overseen our clients’ investments. As fiduciaries, we are held to a high standard; ensuring that your needs always come first. And, as your advocate, we strive to help you make informed financial decisions, so you can spend more time in retirement. We have access to over a dozen CFA®s, CFP®s, CPAs, attorneys, and additional legal and financial professionals.

Adam Lampe

CEO & Co-Founder

David Lampe CLU

Co-Founder & Principal

Jennifer Adams

Director of Client Management 

Christa Lampe

Director of Administration and Operations

Liberty Belle

Chief Cuddles Officer


A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.



A Team You Can Count On

Personalization To Meet Your Goals

Working With An Independent Financial Advisor