Industry Impact

Not only do we strive to positively impact the life of every client we work with, but we also hope to set an example for other advisors as to the best way to serve their clients. We have done this through being quoted and featured in various industry publications such as Newsweek, Kiplinger’s Personal Finance Magazine, Medical Economics, Money, and Financial Planning. In addition to this, we have been asked to appear on FOX, CBS, and NBC news as well as a guest speaker on XM Radio. We have spoken in front of professional organizations and at national conferences such as NAPFA National, the fee-only organization’s annual conference, as well as to up-and-coming students at colleges and universities.

In addition, Brian Preston discovered a way to impact other advisors and individuals utilizing social media. Through his personal finance podcast, The Money-Guy Show, Brian combines his down-to-earth communication style with his passion for educating others to deliver consistent, often complex, personal finance topics and advice in an easy to understand manner. It is through these types of outreach that we hope to leave a positive and lasting impact on the financial planning profession.