Focus not on money, but what money can do

for you and your loved ones.

We recognize that everyone's situation is different, and there are many unique and ever-changing factors affecting our client's financial security.  As financial advisors, our goal is to truly know our clients on a personal level and understand what matters most to them.  As your life changes, you need guidance from someone who not only understands how to navigate those changes, but how they affect what's important to you and your family.

NOS VIES -              - OUR LIVES

Almost every financial planning conversation we have may start with money but relates back to their lives. That’s where the “vi” part of our new name comes from — it’s short for “vies”, the French word for “lives”. The “No” part is a phonetic spelling of the French word “nos”, which means “our”.

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It’s about our relationships — our shared lives — with clients like you.

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20+

YEARS IN BUSINESS

100%

INDEPENDENT

EMPLOYEE OWNED FIRM. CONFLICT FREE ADVICE

1 to 45

CFP® TO CLIENT RATIO

18

STATES

WE SERVE CLIENTS ALL ACROSS THE COUNTRY WITH OUR STATE OF THE ART TECHNOLOGY