Looking For A Financial Strategy In A Volatile Market?
We run a tactical strategy for our clients.
We implement this strategy in our 401k and 457 plans. On December 23rd, 2019 our tactical strategy adjusted 100% to money market funds. Our risk indicators were elevated, and by selling stocks and moving into cash, we reduced our clients’ overall risk.
Achieve Financial Freedom
Be free and live the life that you want. We can help you achieve true financial independence. Because planning for your financial future is what we love to do.
Meet Chris Englebert
Chris began his career in 1984 with E.F. Hutton, utilizing their institutional managed accounts program through the Consulting Group to place institutional and high net worth clients with professional money managers. Learn more →
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How We're Different
Transparent & Simple Fees
As a fiduciary advisor, we never earn commissions, fees, or kickbacks on your investments. You will know exactly what your fees are, and how well you are performing.
Researched Based Investing
We never make an investment decision on a hunch. We follow our disciplined investment philosophy.
We Go The Extra Mile
We believe financial planning should be an engaging process to help you achieve your financial and personal goals, not just a formality.
Monthly Expert Market Updates
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A Few Examples Of Who We Work With
NEED AN RFP REFEREE?
Mr. Englebert has personally answered hundreds of RFP’s for municipal defined benefit plans
We "All" Have One
Has Your Residential and/or Vacation Home Mortgage Recently Been Reviewed?
Schedule a free 15-minute phone call where we introduce ourselves to each other, and answer your high-level mortgage questions.
How We Work
READY TO TAKE THE NEXT STEP?
Schedule A Complimentary 15-Minute Phone Call To Learn More