Independent Financial Planning, Backed by Industry Leaders
As independent financial advisors, we are beholden to our clients and their best interests. Their short and long term financial objectives, personal investment style, and risk tolerance are the only criteria that influence our financial planning and recommendations. We are able to choose from a wide variety of investment structures to suit our clients’ individual needs and goals. Client assets are held by Pershing, LLC, the world’s leading correspondent clearing firm, a wholly owned subsidiary of Bank of New York Mellon.
Offering Diversity, Complexity
We bring diverse backgrounds and expertise to the table. Karen Curran is a Certified Financial Planner CFP® and a Chartered Financial Consultant with a focus on long-range financial planning and charitable giving; Molly Keegan is a Certified Public Accountant with a long history in banking and finance. Our individual skills blend perfectly in a unique process and approach. This begins with crafting a personalized financial plan for each client that guides the management of investments and becomes the cornerstone for retirement planning. Our combined expertise in philanthropy, financial, tax and retirement planning, and investment management offers clients the best service possible.
Our clients are valued partners in our work. We build dynamic and trusting relationships that allow us to form a deep understanding of clients’ financial goals.