Strategic Alliances
Google Screened and Reviews
Expertise.com
Fee-Only Network
FPA | Financial Planning Association
National Association of Personal Financial Advisors
Westchase Rotary Foundation
CFP Board
A recognized standard of excellence for competent and ethical personal financial planning.
Account Custodians
- CHARLES SCHWAB
South Tampa Chamber of Commerce
Better Business Bureau®
Junior Achievement
Dimensional Fund Advisors
Digital Assets Council of Financial Professionals