We are an Independent Investment Advisory firm that truly employs comprehensive financial planning and risk management strategies as core principles in our Wealth Management Process. We believe that the Road to Financial Independence rarely presents itself without roadblocks or unexpected detours. Our team of seasoned professionals, most of whom are Certified Financial Planner (CFP®) practitioners with over a decade of experience, partners with each of our clients to help them define their road to Financial Independence using a unique and proprietary process. See our Sparta Office at 13 Main St, Floor 1, Sparta, NJ 07871, Phone: 844.672.7623, Fax: 973.729.0077.