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.
LPL Research's Outlook 2023
Outlook 2023: Finding Balance is our guide on how the readjustments in the economy and markets may impact you in 2023.
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