Phil Wheat, CFP® and Lori Givens, CFP®
Financial Planning and Investment Management
Our mission is to provide our clients with the highest level of financial planning and investment management services available and to regularly communicate with those we serve the information and advice required to reach their financial destinations. We provide our services with a dedication to the highest standard of fiduciary care, always putting our clients’ best interests before our own and delivering that care with warmth, friendliness and hearts for service.
- Treat each person, family and business we serve as being completely unique, special and deserving of the highest level of fiduciary standard of care
- Educate those with whom we interact; sharing the knowledge and expertise we have gained through both formal education and years of experience
- Uphold the highest standard of ethical behavior, honesty, trust and professionalism
- Follow prudent investment practices and disciplined adherence to each client’s investment plan
- Invest in our community through generous gifts of our time and our resources