Fiduciary | Retirement Planning | Financial Advisor

Helping you find the right path to your future

Call Now

Three decades of putting clients first.

Expertise through experience.

Zero conflicts of interest.

As an independent fiduciary.

One clear mission.

Securing your financial future through expert guidance and personalized strategies.

Three decades of putting clients first.

Expertise through experience.

Zero conflicts of interest.

As an independent fiduciary.

One clear mission.

Securing your financial future through expert guidance and personalized strategies.

When it comes to planning your financial future and retirement, you’ll find no shortage of people offering advice. But how do you know if that advice serves your best interests or theirs?

As an independent fiduciary firm, we have a legal obligation to act solely in your interests. No hidden agendas. No product sales quotas. Just honest, expert guidance tailored to your unique situation.

For over thirty years, we’ve helped clients nationwide navigate the complexities of retirement planning, investment strategies, and financial security.

Experience the difference of working with an independent fiduciary and discover what personalized financial guidance really means.

Explore Our Offerings

Tailored Financial Solutions

Our Services



Life Insurance

Navigate the complexities of life insurance with our guidance, ensuring your policy fits your evolving needs and financial goals.



Social Security Planning

Maximize your Social Security benefits with strategic timing and integration into your overall retirement plan.



College Funding

Prepare for your family’s future academic expenses with our expert advice on college savings plans.



Long-Term Care Insurance

Protect your future with Long-Term Care Insurance, offering peace of mind for potential healthcare needs in later life.



Retirement Planning

Craft a retirement plan that ensures a comfortable and secure future, tailored to your personal aspirations.



Investment Management

Optimize your investment portfolio with our strategic management services, designed to grow your wealth responsibly.

What our Clients are Saying

“This plan (and Ms. Jarvis) was introduced to me by a friend. I knew nothing about this type of plan. Ms Jarvis worked with me from the beginning in a very understanding, professional manner to make sure I understood the plan and how it works. I don’t think I could find a better person to work with. She continues to provide me with outstanding service. Thanks for all your help.”

– ANNIE P

“Edie Jarvis has been my financial advisor since 2023. Her professional expertise and personal engagement for my financial planning needs have made the transition as a federal worker into retirement confident, with a safe and anxiety-reducing look into the future. Edie Jarvis is reliable, knowledgeable, and flexible.

With appreciation for her, I have gained great understanding of financing. Her response to my questions and needs for my financial security at any given time has been and remains outstanding. I recommend Ms. Jarvis as a financial advisor to anybody who requires reliable financial planning and education.

Feeling financially safe at this time in my life is essential and health-promoting. Ms. Jarvis has been instrumental in leading me the way.”

– ANTJE

“We talked to Ms. Jarvis a few years back and she professionally educated us about her different annuity products, being frustrated with what was happening in the financial world and needing some financial stability for the future.

I contacted her again and Edie graciously assisted my wife and me in products that we feel fit our future financial security. She truly is a professional and has kept up on all the latest products, laws and regulations that affect her clients. She answered our question quickly and completely. Thank you Edie for your kind, prompt and professional, service.”

– ROBERT G

“Edie Jarvis was very professional and answered all our questions. I was very pleased with our investments. She is always available for our financial needs. I have also recommended her to a few of our friends.”

– DORIS R

“Edie is so knowledgeable, organized, and compassionate. She has helped me not just with my retirement finances, but also with probate and divorce settlement issues. Her experience and confidence with different investments has strengthened my portfolio more than I expected.

With Edie’s planning, my retirement is within reach. Teaming with Edie was my best financial decision.”

– CM

“My experience was extremely positive and helpful. I was treated in a courteous, friendly and professional manner. They offer a multitude of quality financial products and you will be guided to those that fit your personal needs and goals. The service you will receive will exceed your expectations!”

– MICHAEL

Contact Us Now!

Call Now