How We Work
Founder Ashton Green believes in approaching investor interactions with patience, kindness, transparency, and mutual understanding.
Working together, we'll analyze your full financial situation, identify and discuss your expectations, and conduct recurring portfolio reviews to ensure investment strategies are appropriately implemented and up-to-date.
Our firm believes in your right to ask a question as many times as it takes for you to understand and feel comfortable with a concept, adopting a mantra of self-accountability for the benefit of both parties. Bottom line: If you have to ask again, we welcome it because that tells us we aren't explaining it well enough the first time.
Family First
With families of our own, we care about the well-being and security of yours. We offer flexible meeting structures and financial plan strategies, putting you at the forefront of everything we do.
Mr. Green is a family man himself, unabashedly feeling like he's "hit the lottery every day" with his wife and two kids. Events like college planning, retirement, and loss of a loved one are walks of life your advisor experiences right alongside you.
He and his team are wholeheartedly dedicated to being there with you through the highs and the lows that life inevitably throws your way.
Learn more about our founder: