What We Do

Agile, independent financial planning.

We are an independently owned and operated financial planning firm.  We offer securities (asset) management in conjunction with our partners Aligned Capital Partners. We offer financial planning and insurance services directly.


We do things differently...

When we first opened the office, we decided to maintain a small client base.  To date, we have a tight-knit group of clients; young families, business owners and retirees!  We have plenty of time to spend with our clients and we get to know them intimately.

Our focus is on financial planning.  We offer professional, pro-active fee-for-service financial planning, often preparing reports on assets and investments, retirement income planning, tax and estate commentary, risk analysis reviews, debt and cash flow strategies and education plans.  We don’t engage in transactional business.

While every client engagement is different, please click here for a sample of a financial plan.  Each plan is individual and is reviewed in detail and in person with each client.

There are a few things that make our office different from most financial offices:

  • We’re independent; we have no ‘boss’.
  • We’re consistent; same location (2003), business model (2006), staff (2008).
  • We’re digital; no more paperwork!
  • We’re boutique; small, nimble, able to meet client needs.

“We came to Ben for a comparison with our then current advisor’s management and were very surprised at how different…..and much better, things could be.”

Jim & Colleen, Courtenay

Come in for a visit!

We can help you organize your financial planning so you can move forward feeling confident and excited about your future.