Our Approach

We advise clients so they can make wise and purposeful decisions about their wealth and their legacy.

Every client is unique.

We get to know clients...really get to know them...and their families, their values, their interests, their careers, their fears, their dreams, and what matters most to them. We ask a lot of questions. We listen. We use a comprehensive financial planning approach to gather information, discuss options, make recommendations, and design customized plans that reflect each clients' individual values and priorities. This helps to give clients confidence knowing they are making wise and purposeful decisions about their wealth and their legacy.

From retirement planning to multi-generational planning, charitable giving to legacy planning, and enjoying life along the way, we work together to establish wealth management strategies to help clients' accomplish their goals and dreams.


Background and qualification information is available at FINRA's BrokerCheck website


Honored to receive recognition

We are honored to share that Lance Butner has been named to the Forbes Best-in-State Wealth Advisors list, 2019, awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Lance Butner's No. 1 priority is delivering personalized financial advice to help our clients achieve their goals. We'd like to thank our clients for their trust and the continued opportunity to work with you.


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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)