WHY US
We are a fee-only firm that offers objective advice and puts our clients’ interest first.
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WHAT WE DO
We work with you to find financial peace and comfort during your retirement years.
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WHO WE SERVE
We develop long-term relationships with clients who value trust, experience and expertise.
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HOW WE WORK
We guide you through a proven a process that reflects your goals, priorities and values.
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YOUR LIFE . YOUR GOALS . YOUR PARTNER
You want comfort, peace and security in your retirement. You need a comprehensive financial strategy that is aligned with your lifestyle goals. We can help get you there.
MEET MARY
Mary Van Norstrand, a Certified Financial Planner®, is your Trusted Partner. As an independent, fee-only registered investment advisor, she provides a comprehensive, personalized wealth management process by putting her clients first. She receives no commissions and does not sell any products.
LET’S HAVE A CONVERSATION
You are invited to set up a free, no-obligation introduction with Mary.
858.487.5195
