Our name comes from our Lincoln City roots. Located at the edge of the mighty Pacific Ocean. While our founding office is located at the Ocean’s Edge in Oregon, we serve clients from Alaska to Maine. We have three physical locations as well as offer appointments virtually or by phone. It is our mission to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.