FOUNDER STORY

"For us, a financial strategy is so much more than a retirement plan. It's about creating a plan that enables you to live passionately and adventurously now." -Chris Young & Andy Inman

Having 29 years of combined experience working in the industry, Andy Inman and Chris Young set out to offer fellow outdoor enthusiasts an alternative solution to wealth management - one that caters to individuals with a passion-fueled lifestyle and enables them to live in the now rather than waiting for retirement.

Active outdoorsmen ourselves, we want our partners to see financial strategy as the foundation for your adventure plan -whether that’s helping you in planning to take a year off to hike the Appalachian Trail or taking a two week heli-skiing trip every year- guiding you in managing your wealth to fit your life is our top priority.


Our advisors

Our team

Katie Howe

Katie Howe

Registered Client Associate

Valerie Miller

Valerie Miller

Client Service Associate