Advisor Team

Clarity. Confidence. Structure.

Our mission is to help clients develop and implement strategies for realizing their goals, building wealth, and preserving wealth for generations.

We help you gain clarity of all financial matters related to you and your family’s financial life, confidence that you have identified your priorities and goals, and structure as we help you move forward with your plan and can meet to evaluate and adjust as your life changes.

Forbes Best-In-State Wealth Advisor

Craig Pittman CFP® was ranked as a Best-In-State Wealth Advisor* for 2022 - Forbes

Forbes Best-In-State Wealth Advisor

Craig Pittman CFP® was ranked as a Best-In-State Wealth Advisor* for 2021 - Forbes

Forbes Top Next–Gen Wealth Advisors

Craig Pittman CFP® ranked as a Top Next-Gen Wealth Advisor** in the U.S. for 2020 - Forbes



The Forbes Best-in-State Wealth Advisors and Forbes Top Next Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.