Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Fifty-Four Financial
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Happening Now

Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025
Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference.

Market Correction Perspective | Weekly Market Commentary | March 17, 2025
Inconsistency seems to be the only constant since tariffs were first announced. The White House’s continuous change in direction on trade policy has weighed on business sentiment gauges and left investors with limited visibility to buy the dip.