William Suplee, AIF, CASL, CFA, CFP, ChFC, MBA
We provide advanced financial planning services and investment advice for individuals, families, and small business owners who want to take control of their financial future. We believe that clients are looking for a long-term relationship with a competent financial planner and investment manager that they can trust. Clients deserve a financial advisor who always puts their interests first, who stays objective, and who doesn't depend on the product they sell for compensation. We are committed to helping clients gain and stay in control of their finances. Improving your state of mind is just as important as improving your income.Our "fee-only' approach allows us to deliver unbiased, personal, objective,ethical advice that eliminates conflicts of interests.