What does financial freedom mean to you?

How We Can Help You

Focused on helping you reach your goals

Simplify Your Life

Investing is complex and time consuming. We make managing your investments easy by taking care of the details. Our decades of experience can help you gain the time and financial freedom to follow your passions.

Avoid Costly Mistakes

Financial pitfalls will set you back and if severe enough could even derail your dreams. Avoiding costly mistakes can make all the difference. Let go of your anxiety and let us help you prepare for whatever lies ahead.

Personal Financial Advice

We deliver solutions tailored to you. That's only possible after careful questioning and listening. Bring us your questions and concerns. Share your ambitions. Together we'll face your challenges.

Commentaries

Here's what we've been thinking

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The Fifth Correction, Cont.

November 2018 Commentary

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The Fifth Correction

October 2018 Commentary

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The Top Five Questions

September 2018 Commentary

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Maintenance vs. Fix-It-When-It's-Broke

August 2018 Commentary

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Mixed Signals

July 2018 Commentary

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SELECTOR® Money Management

2018 Second Quarter Review

Our Team

We'll take care of you

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Cindy L. Foy

Director of Operations

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Edward D. Foy

President & CIO

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Andrew J. Kramer

Director of Research & CCO

Dedicated to pursuing the right moves at the right time