In 2016, we chose the practice name "Circle in a Square Advisors". The name reflects our geographical location, Dupont Circle in Washington, D.C., and is illustrative of the Four Cornerstone financial planning philosophy long associated with Ameriprise Financial Services, Inc. That philosophy emphasizes the balance of cash reserves, protection, investment and estate planning. We analyze how our recommendations will affect this balance and help you make informed decisions.
We believe our clients seek the peace of mind of knowing that they have a plan for their financial life that allows them to focus on what is most important to them. Our consultations are private and confidential. We are here to walk with you through all of life’s changes and uncertainties.