Our 4-Point Promise

It can be overwhelming to find an advisor that you can trust—and that understands your vision. Check out our 4-Point Promise to see how we work every day to make that trust a little easier for you.

PROMISE #1

We will keep the complex financial recommendations simple.

Like you, we’re frustrated that wealth can bring complexity instead of simplicity. We will always speak in plain English and help you understand how our recommendations align with your values and long-term goals—so you can move forward confidently.

PROMISE #2

A real person will always be just a phone call away.

Sometimes, electronic communications just won’t do. You will always be able to speak directly to one of our advisors.

PROMISE #3

We will always work in your best interest.

We are a fee-only wealth management firm with no hidden fees, commissions or kickbacks. We always act as a fiduciary.

PROMISE #4

We will always offer transparent pricing.

We charge a flat financial planning fee determined by the complexity of advice and services you need and a separate investment management fee. This provides flexibility to work with clients no matter what their situation might be.

Our Team

Melinda Davis, CFP®, CRPC®

Founder & Wealth Advisor

Blake Mahoney

Wealth Advisor

Stephanie Griebel, CFP®

Wealth Advisor

Megan Anderson

Para-Planner

Mitzi Cagle

Client Service Associate

Traci Diedrich

Operations Manager

Mateo Connelly

Intern

Hailey Davis

Intern

Meet us in person (or virtually!)

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“A goal without a plan is just a wish.”

Jeff Rich

“The way to get started is to quit talking and begin doing.”

Walt Disney

“Let our advanced worrying become advanced thinking and planning.”

Winston Churchill

“The key is not to prioritize what’s on your schedule, but to schedule your priorities.”

Steven Covey