Meet Your Advisor
All of our energy, commitment, and efforts are focused on you and your satisfaction.
Our Services
We offer a full range of investment and financial services and have access to a wide array of strategies.
Our Values
We take pride in creating practiced, disciplined, and comprehensive insurance and investment strategies.
Where Do You Want Your Future Financial Roadmap to Take You?
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
Dave Buhr, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
Dave is a CERTIFIED FINANCIAL PLANNER™ practitioner, dedicated to helping his clients work towards financial independence through comprehensive life planning. Dave holds a series 7 and 63 securities registration through LPL...