We hope our website provides you with an easy way to acquire a good feel for our firm, our people, and our services. While a website can be a good way to gain information at your own convenience, there is no substitute for personally meeting with your
We have carefully guided our firm to become what it is today: a premier, fee-only investment management and financial planning firm. We encourage you to use the site to gain as much information about us as you can, then call or email us for an appointment.
We offer an introductory, get-acquainted meeting at no charge.
We look forward to serving you!
Craig Limoges CFA, CFP™, EA President