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About the Firm

Our Story

Nina O’Neal and Matt Archer met at a networking event in 2006.  During the financial crisis in 2009, they met for coffee and discussed the fate of the industry, client needs, and a vision for a different future for themselves and the people that they served.  They realized immediately that they both saw the same needs in the industry and had the same core moral values.  Both wanted to prioritize the client, not the company and focus on customer service and comprehensive advice.  Since then the company has thrived and has formed into the vision that they had many years ago.


Our Mission

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.