Our founder, the late Stuart Paris, with his son and our current leader, Michael Paris. (This was a few years before Michael took the CFP®.)
Honest to a fault.
Our 50-plus-year legacy means you are in capable hands when we partner together.
Our founder, Stuart Paris, started this company on these principles in 1970. Led by his son, Michael, we continue to operate by them in our community, culture, and connections. It’s our mission to honor his legacy of caring differently.
Giving is a component in everything we do.
Time—Your Greatest Asset
We value your time as much as you do. You’ll feel like our only client with a prompt and often immediate response.
We help you make purposeful decisions quickly and confidently.
Connection at the Core
Leverage our connections to make your life easier — in turn, bringing those benefits to your family or employees.