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