Founded in 1982 by J. Derek Lewis, the firm is a Registered Investment Advisor (RIA) committed to upholding a fiduciary standard, meaning they act in their clients' best interests. They provide comprehensive and personalized financial services, including investment management, financial planning, retirement planning, and estate planning, primarily for individuals, families, and business owners. Their approach emphasizes long-term financial success and building lasting client relationships.

Founded in

United States