About Us
Your Future, Your Way.
We’ll help make sure your retirement savings are set up the right way,
so your money keeps working hard for you while you
enjoy the rewards of all your hard work.
Giving Your Wealth Purpose
Purpose.
Dedication.
Empathy.
Our Unique Process combines thoughtful planning, ethical guidance, and a client-first approach to help your wealth work for the life you want. By staying adaptable and embracing new technologies, we continually refine our process to deliver lasting, meaningful value.
Our Values
Collaboration
We work closely with families to understand their unique needs and priorities. Together, we set clear goals and maintain open communication to deliver meaningful, impactful solutions.
Forward-Thinking
We stay ahead by continuously learning and taking thoughtful steps to help our clients achieve greater financial security and a more stress-free future.
Creativity
We leverage trusted partnerships, advanced tools, and proven strategies to help clients reach their financial goals efficiently and effectively.
Legacy
We focus on building for the future—creating opportunities and planting seeds for growth that benefit generations to come. Our aim is to help clients live lives of purpose and fulfillment.
Why Choose Us
Financial Planning Experts
Our team of experienced professionals helps you navigate every aspect of your financial life. From setting goals to creating strategies, we provide guidance that’s clear, practical, and tailored to your needs.
Personalized Investment Advice
We don’t believe in one-size-fits-all solutions. Our investment guidance is customized to align with your goals, risk tolerance, and life priorities—helping your wealth work for you.
IRAs and Qualified Plans
Whether it’s an IRA, 401(k), or other qualified retirement plan, we help you make the most of your savings. Our expertise ensures your plan is optimized, tax-efficient, and built to support your long-term goals.
Your Trusted Advisers
Peter B. Marmaras, ChFC®, CFP®
Co-Founding Principal
Christopher D. Smith
Co-Founding Principal
Mike Assad
Director of Planning
Craig Gillen
Vice President, Operations
Phillip Santore
Sr. Portfolio Analyst
Christopher Suttmeier
Wealth Management Advisor
Judy Nordell
Support Services
Marcin Golebiowski
Associate
Annie Marmaras Volk
Executive & Operations Professional
Start building your future today.
Take the first step toward a financial plan that works for you and your family.