Our team has many decades of diverse experience in financial planning and investment management.

We hold the most respected financial planning credentials and have diverse and deep backgrounds in investment management.

Our team approach ensures all clients benefit from our diverse backgrounds and skills.

Wealth Management

Every client is unique and every financial plan is tailored to what you need. Our planning and investment management focus on your personal goals and take into account all aspects of your finances and lifestyle objectives.

You can depend on our team to provide the highest level of asset management, planning and advice to help you achieve a secure, carefree retirement or longer-term wealth accumulation.


As fee-only advisors, we have no conflicts of interest. We are not affiliated with any investment or insurance companies. We are compensated only for our knowledge, experience and guidance.

We never accept commissions. We select investments solely because they are the best available for achieving your lifestyle objectives.


We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. As fiduciaries, we act with undivided loyalty to our clients, putting their interests ahead of all else.

You can be comfortable knowing that you are receiving expert financial planning advice and investment management.

Our Commentary

Welcome to CFANY’s blog! This is Paul, Walt, Julie and Kerry’s forum for informal discussion of a range of topics. We will be discussing everything from financial markets to taxation and anything related to wealth management and financial planning. We welcome your comments. They can be submitted by clicking on the Contact Us link.

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