We work with you to articulate the goals you find most meaningful, both short and long term. Our ultimate goal is to create financial peace of mind by helping you achieve your overall financial objectives.


Working with a SmartVestor Pro and fiduciary means working with a professional with extensive training, continuing education, and an advocate held to the highest ethical standards.


Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their financial opportunities and resources.

Our View on Retirement Income:

Our society is shifting from a centralized to a decentralized retirement income economy. The responsibility of retirement income has transferred from corporations and the federal government to the individual. In this new decentralized world, those who recognize this change and take action stand in a strong position to succeed.”

Where We Do Our Best Work

Professionals and Entrepreneurs

At Engage we understand each individual has a specific set of financial circumstances, needs and goals. By considering these and other unique variables, we develop customized solutions that place our clients in a better position to accomplish their individual financial goals.

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Families and Retirement Savers

As our families and careers grow, it is important to continually pay attention to the little things. Making small, but meaningful financial decisions over time has tremendous compounding benefits. Working with a Smartvestor Pro and advocate will help expose these opportunities and increase the likelihood of financial success.

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Small to Mid-Sized Business Retirement Plans

After spending 10 years with Fidelity Investments and being a part of many RFP’s and presentations we are able to leverage years of experience with large institutional retirement plans for our small to mid sized business clients.

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Let’s Have a Coffee, We Would Love to Meet You!

Our initial consultation is the first step towards building a potential relationship with our firm. Take an hour to visit with an advisor and simply learn about each other in a relaxed, common environment. Our relationships with our clients are important and the fundamental core of our business. We want to invest our time to clearly understand your goals and intentions before defining any next steps.

Want to Learn More About Financial Planning?