What did you do the last time the stock market declined? Did you "park" your retirement plan in cash until "things got better"? Did you move everything into your company's stock because the guy in the next cubicle told you to? Did you buy gold? Real estate? If you're reading this and nodding your head, you might benefit from the services of an investment professional. I'm Dave Ross, I approve this message, and I'd be honored to compete for your business.

Since 1998, I've helped retirees and pre-retirees navigate their way to, and through, retirement by using a simple, thoughtful approach that's based on old-fashioned investing principals, objective advice, detail-oriented client service and a discipline that's been honed by 23 years of dealing with every stock-market contingency imaginable.

A good financial advisor does more than just help you pick stocks, bonds and mutual funds. A good advisor is a trusted business partner who serves as a buffer between you and your emotions. A good advisor is well-versed in a wide variety of financial and investment related topics and works with the other professionals in your life to help ensure that your financial goals are met. A good advisor is a sounding-board for all things "money", and will be there for your children and grandchildren to help ensure that your financial legacy endures for generations. A good financial advisor wears many hats.

All of our client portfolios and strategies are developed and monitored on an individual basis and no two are exactly the same. Because of the time involved in this level of detail and service, I only accept new clients on a case-by-case basis. If you have $500,000 in liquid, investable assets or are the friend or relative of an existing client, please call my administrative assistant, Monica, to let her know how we might be of service. We look forward to hearing about your situation and appreciate the consideration.

Mon - Thurs, 9:30-6:00 Friday (by appt.)

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 06:00PM
Tue 09:30AM - 06:00PM
Wed 09:30AM - 05:00PM
Thu 09:30AM - 05:00PM
Fri 09:30AM - 04:00PM
Sat Closed
Sun Closed

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