As a multigeneration financial practice, we know the value of personal financial planning over the long haul. Founded by Joel Kemmerer in the 1980’s on the principle of sound investment advice, consistency, and honesty. Our commitment is to help clients work toward financial independence through planning. Getting to know our clients, building long-standing relationships, and understanding their goals is the basis of our approach. We aim to accomplish this by being a trusted and knowledgeable resource for your financial future. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.