Who We Serve

Client Profile

Our typical client is a family or business owner seeking wealth advisors who share their values.

A majority of our clients have at least $200,000 of investable assets with us, or a net worth of $1M and above.

All of our clients are interested in an ongoing, long-term relationship with a trusted advisor.

Demographically we work primarily with four segments of clients: families approaching or entering retirement, small business owners, those working in the agriculture industry, and families exploring philanthropy through distribution of their estate.