How do I know my money is safe?

Our firm works directly with an independent third-party custodian, Charles Schwab, and all of our client assets are held in protected Schwab accounts. Your funds will never be comingled with any other investments. Many of our clients have been working with us for more than 20 years. We are rooted in the Lafayette community and we understand the value of a good name. We are happy to provide client referrals—both in the local community and across the country.