Providing individuals, families, and businesses with fiduciary services and unbiased financial advice since 1981.

Protecting Your Assets | Growing Your Wealth | Advising You For Life

We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.

ABOUT US
Our Latest.
Whittney Stauffer Joins Friends of Finance

Summer 2025 Investment Perspectives

We discuss how to handle the recent and how to protect your financial plan in the event of a natural disaster.
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Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – Summer 2025

A key part of our commitment to providing you with exceptional service and expert wealth management is investing in the very best talent.
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Greater Control, Greater Retirement: The Three Account Buckets

To achieve flexibility in retirement, it’s not just about saving enough—it’s also about where you save.
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Your 2025 Tax Roadmap: Navigating the One Big Beautiful Bill Act

Understanding the One Big Beautiful Bill Act is essential for optimizing your financial strategies, as many provisions start in 2025.
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The Q2 2025 Review

The combination of rising debt and evolving trade policies created a complex economic landscape for the second quarter of 2025.
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