SmartVestor Pro
We are honored to partner with Dave Ramsey’s SmartVestor program. What baby step are you on?
Control Your Wealth, Don’t Let it Control You
We help take some of the stress out of financial planning so you can focus on living life.
Advice, Guidance, and Direction
Our unique client process helps you understand where you are today and where you’re going tomorrow.
Preparation is the Key to Retirement
Together we Laugh, Shed Tears, and Get Stuff Done
We build close relationships with our clients that go far beyond the stuffy client-advisor relationships. Together we laugh, we cry, and we plan for and help you pursue your family's future and financial goals.
Meet the M² Team
Meet the highly-experienced and motivated team that’s working for you - every day!
Let us do the Heavy Lifting
At first glance, our team might not look like a group of Olympic weightlifters, but when it comes to financial planning, that’s exactly what we do. We address all aspects of your financial life so you don’t have to. Between child care, working, taking care of family, and carving out a little time for yourself, managing your finances is likely the last thing on your to-do list. We partner with you and take the stress out of planning for your financial future.
Check Out Our Video Rotator Below
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Encore Careers: Push Your Boundaries
Rely on Experts
- "While enjoying your summer vacation, also consider an investment statement vacation. While times are tough, focus on living every day to its fullest"
- Michael Matheson - “By failing to prepare, you are preparing to fail.”
- Benjamin Franklin
- “If you want to live a happy life, tie it to a goal, not to people or things.”
- Albert Einstein
- “Pray like it depends on God, but work like it depends on you.”
- Dave Ramsey