A purpose-driven team with a focus on the future

CFS was founded with a deep sense of purpose – to provide comprehensive support to clients for every aspect of their financial lives. For decisions big and small, we take a team-based approach to guiding you as you navigate milestones and the markets. The multigenerational practice we’ve evolved into through the years covers many areas of specialization, with several Certified Financial Planner^™ professionals and Accredited Investment Fiduciary^® advisors committed to upholding the highest standards of integrity and professionalism.

What’s more is that as an independent firm, we represent our clients and their interests rather than any specific company. Some financial institutions recommend investment products that they manufacture. We have no such ties. Our independence is vital to delivering objective, unbiased recommendations.

You’ll quickly discover that we take a hands-on approach to financial advice. We focus our attention on designing a custom strategy to address your financial goals and objectives, with an eye toward tax efficiency and comprehensive risk management. That’s because we understand the significant impact this approach can have today, and for generations to come.

The Japanese concept of ikigai informs our approach to doing business. It’s all about focusing our energy on the work we love in order to help others.