We believe education is the the most important cornerstone to the foundation of a fruitful and productive life.

Our primary goal is to help our clients prepare for their future financial security by providing knowledge for investing, the skills to know what’s best for them, and the ability to do it themselves.


Our Services

We'll work with you to provide education and information to prepare you to take control of your financial future. We do this through one on one sessions with Conrad Terry that include side-by-side counseling and actionable steps to get your money working for you in an actual investment account.


Twenty years ago, I was looking to plant some trees in the front yard of my new home. So, I spoke with a curator at a nursery to figure out the best time to plant. She says to me, “Mr. Hobbs, the best day to plant a tree was yesterday.” This same wisdom applies to investing.
— Walter Hobbs

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