We are a fee-only firm that offers objective advice and puts our clients’ interest first.
WHAT WE DO
We work with you to find financial peace and comfort during your retirement years.
WHO WE SERVE
We develop long-term relationships with clients who value trust, experience and expertise.
HOW WE WORK
We guide you through a proven a process that reflects your goals, priorities and values.
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.
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.