investment advisor certification

what it means to be cefex® certified

what it means to be cefex® certified


CEFEX® promotes fiduciary best practices in the investment management industry. It is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.

certification mark

The following mark and certificate indicate the independent verification of our adherence to established standards of excellence. Our use of this mark demonstrates we have successfully completed the certification process and maintain the CEFEX registration.

Retirement Planning

Providing insight-driven retirement planning to help you prepare for and work toward your retirement goals.

Tax Planning

Our 360° approach to taxes leaves no stone unturned, giving you a better strategy for a better outcome.


From Disability Income Insurance, to Life Insurance and Long Term Care Insurance, we’ve got you covered.

want to talk?

We provide customized programs designed to help our clients pursue their unique financial goals. It starts with sitting down to discuss your specific needs. Send us a message or give us a call to get started.