Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Lance R Hoenig

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lance R Hoenig Visit Lance R Hoenig's website

Diane E Hoenig

CFP®, ChFC®, APMA, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Diane E Hoenig Visit Diane E Hoenig's website


Our team

Destiny Tarbox

Destiny Tarbox

Operations Manager