We provide what’s missing in our field.
If you don’t know where to turn or who to trust, come to us.
What is Success?
To laugh often and much;
To win the respect of intelligent people and
the affection of children;
To earn the approbation of honest critics and endure
the betrayal of false friends;
To appreciate beauty;
To find the best in others;
To give of one's self;
To leave the world a bit better, whether by a healthy child,
a garden patch, or a redeemed social condition;
To have played and laughed with enthusiasm and
sung with exultation;
To know even one life has breathed easier because you
have lived -
This is to have succeeded.
— Ralph Waldo Emerson
Our Approach
We are committed to guiding you and your family through every stage of your financial life. We believe that spending time with us to deepen your knowledge about investments and your financial plan is a key ingredient to confidently achieving financial success.

Virgil Kahl, CPA, CFP®
President & Owner
Our leader, Virgil Kahl, has been recognized as a top financial advisor by:

2022 Barron's Top 1200 Advisors, created by Barron's. Presented in March 2022 based on data gathered from Sept 2020 to Sept 2021. 6,186 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

2022 Barron’s Top 100 Women Advisors, created by Barron's. Presented in June 2022 based on data gathered from March 2021 to March 2022. 887 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

2022 Forbes Best in State Wealth Advisors created by SHOOK Research. Presented in April 2022, based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, 6,500 Advisors were recognized. Advisors pay to market this award. Not indicative of Advisor’s future performance. Your experience may vary. Click here for more information.

2023 Forbes Top Women Wealth Advisors, created by SHOOK Research. Presented in February 2023, based on data gathered from Sept 2021 to Sept 2022. 10,250 Advisors were considered, 1,697 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2023, based on data gathered from Sept 2021 to Sept 2022. 10,250 Advisors were considered, 1,697 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. Presented in Oct 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.