Frequently Asked Questions

Each client is unique to us. We work with individual clients to define what their  individual goals. Through that collaboration, we work to design a portfolio often using existing positions a client might have or utilizing a clean sheet approach if appropriate. 

For investment management, we utilize mostly individual securities and ETFs in an effort to minimize expense. 

For estate and legacy planning, we have access to many insurance companies to select from.

Justin has been a licensed financial advisor since 2004 and has both  CFP® and AAMS® certifications. In addition, he is Health and Insurance licensed in many states and has maintained all continuing education requirements. Read more here.

We are considered "fee based."

Although most of our clients are advisory clients, meaning they pay a fee for advice, we also serve clients who prefer a traditional brokerage account where a commission is charged when trades occur. 

We are based in Highlands, NC the highest city east of the Mississippi (4118ft above sea level)! To be exact: 476 Dillard Road, Highlands, NC 28741.

We have clients in many states and often travel to see them.