Broker Check
Dream • Plan • Enjoy Can I live the life I want? How Are We Different What's Your Money Mind?

What is Financial Life Management

Our Strategic Partners

United Capital Finlife 
LPL Financial

TD Ameritrade
Charles Schwab

Learn more

Our Broker/Dealer

#1 Independent Broker Dealer
#1 in Net Customer Loyalty
$659 Billion in assets served
$292 Billion in advisory assets 
4,005 LPL Employees
*See disclosure below for more information

Learn more

Our Portfolios

Customized Equity & Bond SMAs

Goldman Sachs
JP Morgan

Learn more

*LPL Financial is the #1 independent broker/dealer as reported by Financial Planning magazine, June 1996-2018, based on total revenue. #1 in Net Customer Loyalty among 24 leading financial distributor firms, according to findings from Investor Brandscape®, a Cogent Reports™ study released by Market Strategies International. Approximately $659 billion in advisory and brokerage assets served, $292 billion in advisory assets and 4,005 LPL employees as of June 30th, 2018.

Why Us

  • Holistic Financial Life Management
  • Investment Fiduciaries, AIFs, CFP® Professionals
  • DFA Authorized Advisors
  • Multi Custodial Platform
  • Premier Planning & Reporting Technologies
  • Low Transparent Fees

Learn more

Our Investment Philosophy

  • Core & Satellite Approach of Investing
  • Socially Responsible & Custom Tailored Portfolios
  • Factor Based Investing for Outperformance
  • Liability Matching Multiple Risk Portfolios (Income vs Growth Buckets)
  • Tradeoffs between Downside Risk Strategies vs Fees vs Performance
  • Tax Efficient Portfolios & Asset Location
Learn more

Business Services

  • Attracting and Retaining Key Employees
  • Planning for Business Succession
  • Personal and Business Tax Planning
  • Effectively Managing Short-term Cash
  • Aim to Build and Protect Personal Wealth
Learn more

"Life is a collection of experiences, we help you plan for them

Pierre M. Movsessian, MBA, CFP, AIF

Tell Us How We Can Help You Today

Thank you! Oops!

Sign Up For Our Newsletter

Thank you! Oops!