Independent Financial Guidance and Advice

We are an independent financial services firm.  We do not manufacture investment products, nor do we have an obligation to sell any specific firm's products.  As an investment fiduciary and Certified Financial PlannerTM, Matt Fortney's obligation is to act in our client's best interest.  If there's ever an occasion where there may be a conflict of interests, we are required to disclose that to you.  We pride ourselves on being open and transparent with our advice and execution.  

Please call us if you have any questions about our firm or the range of financial products and services we provide.  In addition to our resources, we have relationships with numerous CPAs, insurance professionals, Medicare specialists and attorneys in the tri-state area, so if additional help is required, we can refer you to a valued professional.*


*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, real estate, insurance or trust services.  These entities and their services are not affiliated with LPL Financial and Calderon Fortney Financial Group..

Contact Us


More information about the education, training and ethical standards of a CFP® professional can be found at the CFP Board's website, which can be found here.