Get on Course.
Stay on Course.

Head in the Right Direction

Your financial future should never be left adrift. We’ll help you take control, be confident in your decisions, and steadily pursue your financial goals.

Who We Are

Who We Are

We are a fee-based, independent wealth advisory firm that is committed to serving as your caring and calming influence. We’ll guide you through the noise of the financial markets and take the emotion out of investing, so you stay focused on your long-term dreams.

A Knowledgeable
and Experienced Team

As a team of skilled problem-solvers, we invest the time to get to know every detail of your financial life, so we can recommend manageable action steps that are right for you.

George Bowen

George Bowen

Founder

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Jim Davos

Jim Davos

Founder

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Maria Bethune

Maria Bethune

Director of Client Services

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Rachel Bowles

Rachel Bowles

Financial Assistant

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Our Services

We offer an array of sound strategies to help serve the personalized planning needs of our wide range of valued clients.

Individuals and Families

Financial planning, investment management, and retirement planning solutions.

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Employers

Personalized retirement plan consulting and fiduciary support from a retirement plan specialist.

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Associations

Confidently pursue your mission with our knowledgeable financial and investment advice.

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Stay on Course

Interested in learning more? Schedule a consultation today and begin to chart your course to your financial destination.

Contact Us