My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:
#1 - Invest wi ... See More
Ronald Van Surksum, CFP
Our Mission is to help you Plan for your goals, Manage your resources and investments and Maximize your financial potential. We are an independent, fee-only financial planning and registered investment advisory firm based in ... See More
Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing youSee More...
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