Financial Clarity Starts Here
Who We Are
Holistic Advice, Rooted in Relationships
With over 50 years of combined experience, we've helped families and small businesses plan around what matters most — with thoughtful advice, steady guidance, and no pressure.
How We Work
Planning That's Personal, Not Prescribed
Every client's situation is different — and we treat it that way. Whether you're navigating retirement, managing a business, or planning for your family, we take the time to understand what matters to you before putting any pieces in place.
What We Offer
Straightforward Planning, Backed by Experience
Once we understand your goals, we help organize the financial side — retirement planning, investments, tax strategies, estate considerations — into a clear, manageable plan. No jargon. No pressure. Just the guidance you need, when you need it.
What You Can Expect
Real Support for the Long Haul
You'll never feel like a number here. We stay connected through life's changes and work as part of your team — not just for the moment, but for the journey.
Meet The Advisors
Leonel Calderon, MBA Matthew Fortney, MBA, CFP® Wealth Advisor LPL Financial Planner
Leonel Calderon is a seasoned wealth advisor who Matt Fortney is a certified financial planner and
offers strategic insight, personalized service, and experienced advisor who provides clear, independent
nearly 25 years of experience helping families plan guidance rooted in confidence, strong relationships,
with confidence, purpose, and long-term clarity. and a lifelong commitment to his clients' goals.
Clarity Starts with a Conversation
Lets see if we're the right fit