About Us

We consistently provide valuable financial planning, investment management, and world class service to our clients. 

Our client’s assets are held by Pershing, a division of BNY Mellon.

See our article, "Integral Financial Services Together Under One Roof."

Our team's efforts aim to help clients realize their goals within a disciplined, insightful, and rewarding relationship.

As a fiduciary, we must place your interests ahead of our own.

Meeting the individual needs of our clients is our chief concern, and we require the same standard for our employees and our affiliates.

You can visit us for an in-person meeting at the Payant Financial Plaza or we can join you virtually!

Learn about our process to Assess, Analyze, Articulate, and Act.

Other advisors often hire someone else who most likely doesn't know your financial story. We believe there is a better way.

We recognize how important the economy is in developing a successful long-term retirement strategy.

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our approach provides retirees a "peace of mind safety net" with a greater opportunity for "success".