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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 …

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Too Small to Fail

A different kind of advice – a different kind of financial adviser. Richmond firm with big aspirations, challenges traditional Wall Street model, conflicts of interest. Enter Evolution Advisers…