OUR MISSION

We are a forward-thinking, values-based firm delivering tailored guidance and an exceptional standard of care to a select group of individuals, families, and businesses both locally and around the country.  Our mission is to become an essential partner to our clients for generations by leveraging our experience, expertise, and passion for planning in a way that allows them to pursue their vision of financial independence.

Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

Our goals are your goals

Our goals are your goals

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more

Meet Our Experienced Team

Don Faul

Don Faul, CFP®

Managing Director, CERTIFIED FINANCIAL PLANNERâ„¢

Chad Faul

Chad Faul

Associate Wealth Advisor

Joelle Craker

Joelle Craker

Client Operations

Jeremy Olen

Jeremy Olen, CFA

Chief Investment Officer, Strategic Wealth Advisors Group

Hao Dang

Hao Dang

Vice President, Portfolio Consulting, Strategic Wealth Advisors Group


Where do you want your financial roadmap to take you?

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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