About Us

Our mission is to help you gain confidence in your financial knowledge, understand where you are in relationship to your most important goals, and choose investment strategies that may help you reach them.

Our Team

The strength of our roots is derived from a knowledgeable and diverse team of individual advisors and associates. Every day we strive to live by our core values of integrity, empathy, excellence, and stewardship.

Succession Planning

You can feel confident that we have looked at the future of our business and chosen a path that will allow us to preserve the independence and flexibility that we have built over the years.

Contact Us

It is time to take control and cultivate the seed of your financial future. We are committed to helping you grow your goals into reality and making a difference in your life. Contact us today to get started.

Our Broker-Dealer

Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. As an independent financial firm, we are not an employee of an investment or financial services firm.

Client Resources

Staying informed and educated about your financial planning is essential. We encourage you to expand your knowledge by taking advantage of the various tools and articles we have provided.

Career Opportunities

Interested in growing with our team? Here are the opportunities we currently have available.

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Preferred Planning Associates