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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly observed many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. Over the years helping people just like you, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Since the beginning, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets specialized attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Greg Bennett, MBA

Founder & Wealth Planning Advisor

Greg was born and raised in the Midwest and attended the University of Iowa where he earned a Bachelors degree in Finance in 1988. Greg spent the next four years honing his business management and decision making skills, first as a... 

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Austin Lytle

Client Relationship Specialist

704-892-1388

Austin Lytle serves as Client Relationship Specialist, responsible for relationship management, development of automation through financial analytics, and supporting data analytics on the economic and investment side of the firm...

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Brittany Panko

Administrative Assistant

704-892-1388

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Sam Bennett

Client Technology Specialist

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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