Broker Check

Top 1%

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

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Pershing

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

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Our Business Profile

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

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World Class Service

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

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Independence-Fiduciary

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

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Client Bill of Rights

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

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Client Meetings

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

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Our Process

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

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Our Approach to Managing Your Wealth

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

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Addressing Major Risks

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

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Meet our "Economic Strength Index"

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

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Could Your Retirement Plan be set up for Failure?

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

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