Our Associations

Who we associate with tells a lot about us. As a firm we gladly associate with those that are strong to their commitment to the financial planning process in a truly prudent and transparent manner.

Working with a CERTIFIED FINANCIAL PLANNER® professional is assurance that he or she is a credentialed expert who is held to high ethical and professional standards. Considered the Gold Standard in the financial planning designation, CFP® professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. Our principal, Ethan Schuchman, is a proud certificant of the designation. Through rigorous certification requirements, including extensive examinations, experience, education, and ethical standards, the CFP® designation is the recognized standard of excellence for competent and ethical personal financial planning.

Advisors with the ChFC® designation are required to serve you with the highest level of professionalism. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients. The designation process, as completed by our principal, required over 400 hours of study. As an ongoing requirement, holders of this coveted distinction must also complete a minimum of 30 hours of continuing education every two years.

Our principal, Ethan Schuchman, has been awarded by the program as a 2013 Five Star Wealth Manager. The Five Star program is the largest and most widely published wealth manager award program in America. As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.

LPL Financial is the nation's largest independent broker-dealer* and a leading consultant to retirement plans. Through our affiliation, LPL Financial provides the access to the vast array of investment offerings, such as stock, bonds, and mutual funds. LPL Financial serves as the custodian for clients, segregating your assets, processes your investment transactions, and provides reporting. To read more about LPL Financial's capabilities, click here.

* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

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