HOLISTIC FINANCIAL PLANNING

Our family office provides holistic and fiduciary financial planning services

*Services offered by Kevin Payne and Joshua Payne.

Who We Serve

Legacy-minded families with significant wealth looking to steward their assets and pass their legacy on to future generations.

Medical Professionals and Veterinarians throughout the various stages of their careers, business development, and succession planning.

Entrepreneurs who seek holistic guidance and a team of professionals working together for their benefit.

Front Row: Angie Payne, Kevin Payne and Joshua Payne

Back Row: Jesina King, Laura Hanna, Katherine Chenault, Randy Kidder, and Dominick Bonura

We act and work with passion for the wellbeing, happiness and financial success of our clients

We relentlessly develop our expertise as it relates to the needs of our clientele

We treat clients as part of our family and provide sincere and reliable teamwork for them

We provide clear, concise and consistent communication to our clientele. We believe in being radically transparent and honest with our clients