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.

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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.

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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.

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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