Founded in 1965 by John E. Sestina, who is widely regarded as a pioneer of the "Fee-Only" financial planning model, the company is a registered investment adviser dedicated to providing integrated wealth management. Their approach combines personalized financial planning with disciplined investment management, focusing on helping clients achieve their long-term financial goals without the conflicts of interest associated with commission-based sales. The firm offers services covering retirement planning, investment management, estate planning, and tax strategies.

Founded in

United States