MAKERS was created out of a passion to change the way financial planning and wealth management are provided in our industry. We want to engage with you in ways that go beyond a meeting once a year.
We want to be your dedicated partner, a trusted confidante and sounding board, providing guidance and support for all the significant financial decisions you will make in your lifetime.
We’re proud to be a “boutique-style” firm, allowing us to focus on a select client base with hands-on service. No cookie cutter plans or “one-size-fits-all” here – we’re always looking at your financial plan through the lens of the life you want to live.
As you walk through the inevitable transitions in life, your needs are bound to change, and we can rapidly respond to those changes and be available when you need us most.
When you engage with MAKERS, you’ll always know you’ve been heard, understood, and have a team committed to your best interest as we walk with you every step of the way.
We are all transitioning to the person we are becoming. Life brings change, always. We are here to equip, empower, and advocate for in tangible, meaningful ways.
MAKERS Commitment to Communication