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A family-run financial planning firm built for long-term relationships.

A family-run financial planning firm built for long-term relationships.

With nearly four decades of experience, we help you align your investments, taxes, and retirement for the decades ahead.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

We're a family-run financial planning firm in Mitchell, South Dakota, built on nearly 40 years of experience. Today, the second generation works alongside the first, continuing a business focused on long-term relationships and not short-term decisions.


When you work with us, you're working directly with the people responsible for your plan, now and in the future. No handoffs, no call centers, and no product-driven approach. Just clear guidance that keeps your investments, taxes, and retirement working together for the decades ahead.

Meet Our Team

Who We Work With

We work with individuals and families across more than 25 states who are looking for a long-term financial partner, not just a one-time transaction.

We currently serve hundreds of clients and continue to grow primarily through referrals.

Most of the people we work with are:

  • Planning for or already in retirement
  • Business owners and professionals
  • Looking to simplify and consolidate their financial lives
  • Focused on long-term results, not short-term decisions

If you value a clear plan, ongoing guidance, and a relationship built to last, you’ll likely be a good fit.

How We Help

Retirement

We help you plan for retirement income and make sure your strategy holds up over time.

Investments

Your investments are built to support your plan, not exist on their own.

Ongoing Guidance

We stay involved, adjusting and guiding as things change.

Taxes

We focus on coordinating tax-efficient strategies across all of your accounts.

Estate

It’s not always easy to think about, but having a plan in place matters.
We help you think it through and put a plan in place that reflects what matters most to your family.

Simplification

We help you organize and consolidate your finances so everything is easier to manage and understand.

Let’s talk about your plan and where you’re headed. 

Let’s talk about your plan and where you’re headed. 

Todd, Ryan, and Spencer with Chief Market Strategist at Osaic, Phil Blancato.

Call Us

(605) 996-3233

Address

208 East 3rd Avenue, PO Box 426

Mitchell, SD 57301