Our Approach

We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

We’re here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

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


Client Satisfaction 5.0 out of 5 rating based on 11 reviews 100.0

 
 

Honored to receive recognition in Forbes

We are honored and thankful to serve each of our clients and their families now and in the future – and we’re excited to share that Matthew Mandell and Brian White have been recognized by Forbes on their America’s Top Next Generation Wealth Advisors for 2018, an honor awarded to a select group of advisors for quality of service and success in business and ethics.

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Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor.

 

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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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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)