Broker Check
Our Process
Our History
Our Values
Our Resources

Protecting your family with smart financial advice.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Planning

    Having a financial plan is the cornerstone of your financial peace of mind. We help align your goals with specific, straight foreword action steps to accomplish your goals.

  • Investments

    Wise investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies and common sense advice may help you avoid big mistakes.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Insurance

    Our dedicated professionals can help create the strategies you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With decades of collective experience, we'll help secure your legacy for generations to come.

Meet Our Team

Put decades of combined experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have decades of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Connect With Us
Linus A. Whitlock

Linus A. Whitlock, CFP®

Director of Financial Services

336.547.9999

336.547.9477

Logan Whitlock

Logan Whitlock, CFP®

Financial Advisor

336.547.9999

336.547.9477

David Frank

David Frank

Client Services Coordinator

336.547.9999

336.547.9477

<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More
<p>Certain Uncertainties in Retirement</p>

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.
Learn More
<p>Errors and Omissions Insurance</p>

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn More
<p>Once Upon a Goal</p>

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
Learn More

Sign Up For A Complimentary Consultation or Tell Us How We Can Help You 

Thank you!
Oops!

Work

Plan

Enjoy

Connect