We believe your relationship with your financial advisor should be built on trust, transparency, and a deep understanding of your family’s goals and values.

As part of the MarsJewett family, your dreams and challenges become our own. We get to know you beyond your balance sheet and treat your assets, your hopes, and your legacy with the deep respect and personal care they deserve. Together, we will navigate life’s financial complexities and make choices that will give you peace of mind at every stage of your life.

Our steady, disciplined approach is informed by years of expertise in comprehensive financial planning and investment management. As your partner, we only ever act in your best interest—not only because we’re a fiduciary, but because that is what you do for people you care about.

We know that behind your assets is a lifetime of hard work, intentional decisions and strongly-held values. Our highest purpose is to empower you to use those assets in ways that bring meaning and happiness to you and your family.

SUCCESS STORIES

Each of our clients is unique, and they all experience events—expected and unexpected—that impact their financial plan. For us, navigating these changes begins with a deep understanding, not only of their finances, but of who they are as people.

Optimizing Social Security & Retirement Income

Deciding when to take Social Security and how to structure your retirement income, it is essential to consider your lifestyle, your family’s unique needs, and the ways your decisions will impact your comprehensive financial plan.

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Tax-Wise Charitable Giving Plans

Sudden acquisitions of wealth, such as the sale of a business, stock award or inheritance can result in significant capital gains taxes. Strategic charitable giving vehicles can minimize your tax burden and enable you to support individuals or causes that are important to you.

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OUR HISTORY

OUR VALUES

Service

We do this work not as a job, but as a vocation. We believe our highest purpose is to use our experience and expertise to help others. We listen carefully before we speak, and we work as a true team, ensuring every single client receives the same exceptional care and personalized guidance from each and every person they interact with.

Integrity

Above all else, we ensure that everything we do is in our client’s best interest, not just because we’re a fiduciary, but because it is the right way to treat people. We operate with complete transparency, ensuring that our clients understand what we’re doing and why we’re doing it, and we never put our own success before that of the people we serve.

Compassion

We treat our clients and our coworkers like family. We care about them and meet them with warmth, kindness and encouragement. We get to know their families, stand beside them in good times and bad, and treat their goals and dreams as our own. We have deep respect for the hard work and life experience that leads each client to our door.

Excellence

We support our client’s holistic financial wellbeing with comprehensive plans, built on proven expertise in investing, strategic planning, cash flow management, taxes, estate planning and more. Our disciplined approach is informed by over 100 years of combined experience, and we remain true students of our profession. We are passionate about solving financial planning puzzles and continually seek new and better ways to serve our clients.

Patience

A background in engineering taught our founder the importance of doing our due diligence and being meticulous and methodical in our work. We seek lifelong relationships with our clients, that means we continually evaluate our progress towards their goals and ensure they have total clarity about what’s happening, what action we recommend, and why. We measure our success by their long-term security, and peace of mind through both good times and challenging times.

Culture & Community

People often comment that our team feels like a family, and that is something we’re deeply proud of. We strive to live our values every day, and that begins with the deep care we have for our coworkers, our clients and the community in which we live and work.