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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
Wealth Advisor
With over 25 years of experience, Leonel Calderon is a seasoned wealth advisor dedicated to helping families and small businesses work toward financial clarity and purpose. His approach combines strategic insight with personalized service, aiming to ensure that each client's unique goals are met with tailored strategies. Leonel's commitment to building long-term relationships is evident in his attentive guidance and the partnership he fosters with those he serves.
Matthew Fortney, MBA, CFP®
LPL Financial Planner
As a CERTIFIED FINANCIAL PLANNER™ professional, Matt Fortney brings over 25 years of experience in providing clear, independent financial guidance. His practice is rooted in building strong relationships and delivering advice that aligns with each client's life goals. Matt's dedication to his clients is reflected in his thoughtful planning strategies and his commitment to their financial well-being.
Clarity Starts with a Conversation
Lets see if we're the right fit