Our job is to ensure our clients' financial security is set in every stage of their lives.

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Dan Beck and Cicely Jones

Dan and Cicely partnered up in November of 2019 with two goals in mind: provide the best possible client experience and be the best planners they could be.

Dan had several previous lives to being a financial advisor (Naval officer, CFA, hedge fund manager, professor of behavioral finance and CFA review to name a few) so the basic investment principles and asset management aspects of planning came easily to him.

Cicely got her start in the business as a retirement planning specialist and moved into additional business services, working with independent contractors and small business owners. Where Dan had the asset allocation and investing know-how, Cicely kept up to date with the ever-changing laws and knew the best types of plans to support financial and taxation objectives for business owners and anyone with the primary concern of retirement planning.

Dan and Cicely have a passion for the individuals behind the financial goals and want to do everything they can to ensure their financial security is set.

Learn more about Dan and Cicely

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial
planning¹

Wealth
management

Estate planning
strategies

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

We are here for you

To understand your situation – The most important work we do is getting to know who you are.
To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.

We work alongside you

To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.

We evolve with you

To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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¹Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.