Fiduciary advisors committed to addressing your unique financial planning needs

As a woman-owned independent wealth management firm, we specialize in financial planning and investment management for independent women and women-led households. As fee-only financial advisors, you can confidently trust our advice knowing we are not influenced by commissions or incentives. Live the life you deserve with smart, honest, financial advice.

Female Fiduciary Financial Advisor
Stephanie Farrar MBA, CDFA®
Jacki Farrar CDFA® CFP®

 Financial advisors with over 45 years of combined experience

And a commitment to helping you understand your personal financial picture

Whether you are single, married, changing jobs, dealing with aging parents, increasing your income, saving for college, or analyzing your retirement accounts, we will help you make well-informed financial decisions. We’ll invest in a relationship that lets us understand your unique needs and goals, and you’ll gain the peace of mind that comes from having a trustworthy financial advocate and partner.

Serving women, especially those experiencing life changes, is our specialty. If you’ve just gone through a divorce or loss, we can help you get your finances on track and get you set up for a comfortable future.

Our Core Values

We’re commission-free

We DO NOT represent products that provide sales commissions, product quotas, or incentives.

We provide full transparency

We will tell you our fees up front; there are NO hidden costs.

We’re easy to understand

We believe you should understand financial terms and how well your strategies are working.

We’re a fiduciary

This means we have accepted a legal obligation that requires us to put your interests ahead of our own.

Our goal is to help you understand your financial investments

Financial terms can sound like a foreign language. While some advisors might use jargon without stopping to make sure you’re following along, we promise to explain our terms and concepts. We believe our relationship will be stronger if you fully understand what we’re trying to communicate. We want you to feel confident in your financial plan so you can be intentional and thoughtful in your decision-making. Are you ready to feel financially empowered?
Female Fiduciary advisor at work