Who We Are
We are your local investment and financial planning partner…big enough to deliver, small enough to care.
Road to Retirement
Follow along with Kurt's latest project: writing a book. Learn more about his book Road to Retirement and how it can benefit you.
American Rescue Plan Act of 2021: Will It Impact You?
You may have a few questions about the American Rescue Plan passed in 2021. This article lays out its key components. Come take a look.
The One Tree Hill Blog
Get caught up on the latest market news with insightful and entertaining articles that we put out each week.
Riskalyze – Get your Risk Number® now!
The Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations.
- Award winning technology
- One simple questionnaire – One number
- Make the first step to pursue your financial goals
What is Riskalyze?
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals