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.

Learn More

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.

Learn More

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.

Learn More

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