Broker Check

What Makes Us Different

“Imaginative in approach, objective in implementation, and dedicated to providing independent financial security.” - Tim Mayben

Tim Mayben works with the belief that any advisor can provide investments; it's the personal relationship that can be difficult for clients to find. With years of experience and a commitment to providing impeccable service, we seek to build long-term partnerships with our clients. We manage our clients' assets and investments so they can focus on life and the ones that they love.

In addition to the time and energy we dedicate every day at the office, we also take the time to continually educate ourselves on the financial industry. It's not uncommon to see our advisor, Tim Mayben, with his nose in an industry book or website diligently researching how he can better serve his clients.

Holistic Approach

From the first meeting, we listen to clients' goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients' short-term and long-term goals, we seek to develop a comprehensive strategy that grows with clients through the many stages of life.

Personalized Advice

As fee-based independent advisors, we are committed to providing honest guidance. We develop strategies and make recommendations based on each client's individual goals.

Investment flexibility

We recommend investment strategies and products from a wide range of investment managers and pride ourselves on being able to offer open architecture investment options.

Reliable communication. 

We seek to stay in contact with our clients based on their preferences, whether it's an annual review or a quarterly update. This constant communication allows us to develop deep connections with our clients and invest ourselves in their financial future.

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