Our Mission and Values

We are committed to deliver what is expected by you, our client. As your Financial Advisor, we believe that your goal of achieving financial independence must be at the core of our philosophy and planning strategy.

Our mission is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners.

The Magna FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

We pride ourselves on delivering personalized, comprehensive client service. We believe in treating people the way they want to be treated. It’s why we want to hear and learn as much about you, your family and how you want your financial plan to be designed, delivered, reviewed and executed.

These values carries through to our supporting professional relationships and partnerships.

We partner with Steward Partners Global Advisory, which gives us access to the full suite of products and services available through Raymond James. We’ve aligned ourselves with Raymond James because they share our vision and values of a “culture of caring”, for our clients, our partners and our families. We value you, the client, and is the reason why we are in the business in the first place.

To learn more about partnering with us, contact us today.