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Important Tax Information

We know you are all preparing your taxes and will need information from our office or our custodians. You can find important dates and information from our custodians by clicking on the appropriate link below. TD Ameritrade Tax Info Pershing/SSG Tax Info In order to access your tax documents, please Click Here to login to the appropriate site. If you …

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Dave on NPR Marketplace

The election is over, but several weeks ago Dave was asked to participate in a story asking should Americans consider changing their retirement portfolios because of what’s happening on the campaign trail or based on the results of the election. Click Here to hear from retirement savings experts, including Dave, about what really matters when it comes to long-term financial …

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Lauren in the News

Lauren has recently been quoted in two articles for US News & World Report.  Please take a moment to read these informative articles by clicking on the links below.  Congrats Lauren! 4 Reasons Women Should Consider Hiring a Financial Advisor Why Investors Shouldn’t be Greedy  

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Dave O’Brien appointed to NAPFA National Board

When he’s not working on your financial plan or spending time with his family, Dave’s favorite hobby is volunteering for NAPFA and advancing the fiduciary cause. Now he will be able to do that for at least three more years, as a director on NAPFA’s national board. The National Association of Personal Financial Advisors was founded in 1983 and is …