We hope the first thing you notice when we welcome you to our office in Asheville is how un-office-like it feels. More like a mountain getaway or a friend’s cozy cottage. And that’s not some slick “branding” gimmick; it’s a reflection of who we are and how we conduct our business. We’ve learned that responsible, wise, productive financial planning doesn’t start with a spreadsheet. It starts with a conversation over a cup of coffee.

We want to hear your stories, learn about your family, listen to your ideas, understand your values. Only then will we feel ready to craft an investment strategy for you.

Your legacy is not just a net total at the bottom of a column. It’s the lifetime of difficult choices that you make, the paths you take, the ideals you model. Nothing could be more singular, more personal. And we think it should be treated that way.