In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

R Christopher Damon

R Christopher Damon

CFP®, CRPC®, AWMA®, AAMS®

Private Wealth Advisor

Managing Director
Learn more about R Christopher Damon Visit R Christopher Damon's website
Bartley C Damon

Bartley C Damon

APMA®

Financial Advisor

Learn more about Bartley C Damon Visit Bartley C Damon's website
Erica Damon

Erica Damon

MBA, APMA®

Financial Advisor

Learn more about Erica Damon Visit Erica Damon's website

Our team

Debra Flint

Debra Flint

Registered Client Service Associate