Solidify Your Legacy with Intentional Wealth Management
WHAT MAKES US DIFFERENT?
We’re fiduciaries. That means we’re always on your side.
As fee-only, Registered Investment Advisers (RIA) and fiduciaries, we are held to the highest standard by the State Corporation Commission (SCC). No commissions, product sales, or hidden incentives. Just transparent guidance with your well-being and success at heart. Do you long to travel, chase little ones, start a new hobby, retire early? Or simply sit back to enjoy a life well-lived? We will guide you and your family towards the future you desire with clarity and confidence.
As a boutique fiduciary firm, we are passionate stewards of your capital. We provide fee-only, personalized, long-term wealth management grounded in a genuine relationship with you.
Services & Resources
Services
Asset Management
We manage your investments, you own them. Based on your personal criteria and goals, we’ll provide boutique, curated recommendations.
Services
Financial Planning
Create a long-term blueprint based on your retirement, estate, and educational goals. Our team has professional designations to ensure the best guidance.
Resources
Investor Education
We’ll guide your knowledge of relevant economic and tax information, as well as portfolio changes, to better understand our investing approach.
Let's Build Your Future Let's Build Your Future
OUR FAVORITE QUOTES
MEET FOUNDER MICHAEL F. ABSHER, JR., CIMA®, CPWA®
A passion for curating stocks & making your goals a reality.
Mike is a self-professed economics geek, who follows the path of Warren Buffett. He loves numbers — especially with respect to financial investments. Ask him to tell you something about himself, and you’ll most likely hear about the stocks he likes, how much he enjoys helping our clients, and how much he loves his family.
OUR PROCESS & PHILOSOPHY
Get to Know Our Process & Philosophy
- Personalized Plans: We’ll get to know your dreams, goals, and life.
- Curated Businesses: Quality first, always curated with fundamental research.
- Margin of Safety is our DNA: We buy historically solid companies when we think they’re undervalued.
- You Own the Stocks: You own the stocks directly, we’ll just manage them.
- Long-Term Holdings: We don’t chase trends. We build durable portfolios.
TESTIMONIALS
Take the first step towards the future you want to live.
You deserve a financial advisor who will always put your needs first. Let’s talk about your financial goals and how to get you there.