Our Ideals

We founded our partnership with two ideals. First, to develop long-lasting relationships with our clients and second, the understanding that your finances don’t need to be a mystery. By putting these ideals together, we believe we have simplified the financial planning process. We develop close relationships that give us a deeper understanding of each of our clients’ unique needs and goals.

60+ years

combined experience.

Our Ideals

We founded our partnership with two ideals. First, to develop long-lasting relationships with our clients and second, the understanding that your finances don’t need to be a mystery. By putting these ideals together, we believe we have simplified the financial planning process. We develop close relationships that give us a deeper understanding of each of our clients’ unique needs and goals.

60+ years

combined experience.

Our Focus

We focus on you, providing comprehensive planning and solutions that help reach your individual goals. With more than 60 years of combined experience, we can guide you through our menu of services, which are designed to grow, and conserve wealth, all while offering an unparalleled level of personal service.

Meet Your Partners

Kevin M. Fahy

Investment Advisor Representative

Kevin M. Fahy

Kevin has spent his working life in the financial and banking fields. His number one goal is to partner with his clients to navigate...
About Kevin

Dylan T. Shaw, RICP

Investment Advisor Representative

Dylan T. Shaw, RICP

Dylan provides comprehensive financial planning services and portfolio management. With over 10 years of experience...
About Dylan

Gregory J. Halstead, CLU®

Investment Advisor Representative

Gregory J. Halstead, CLU®

Gregory focuses his practice on helping individuals and small business owners identify and plan for their financial and...
About Gregory