Creating your
Best Life
Starts with a plan
Guidance, support and advice to help you through your unique journey in life.
Our relationship is built on trust
Establishing a solid financial plan early can help you achieve financial independence and live your best life.
Life is a series of transitions, and at times it can be difficult to navigate without the proper support and guidance of a trusted coach.
Integrity & passion drives us to do our best
Fiduciary
We are Registered Investment Advisor (IRA), and are held to the highest standards, and must act in your best interest
Independently owned
We have no sales quotas or corporate interests to serve
Life-long learning
We recognize the importance of life-long learning to meet your evolving needs
Balance
Enrich
Simplify
Transcend
We place your interests & priorities first
After more than a decade of experience with large financial institutions, we believe that they miss out on the bigger purpose and meaning of financial planning.
Rick Cambell, our founder, started Financial Independence with the philosophy that prioritizing your goals improves the well-being of the firm and it's employees. Doing what's best for you is what's best for us.
No matter where you are in your life's journey
