We build close relationships with our clients that go far beyond the stuffy client-advisor relationship. Together, we laugh, we cry, and we plan for and help you pursue your family's future and financial goals.
Meet the highly-experienced and motivated team that’s working for you - every day!
M2 uses a unique approach with our clients.
We are the composers of your financial future.
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.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Encore Careers: Push Your Boundaries
Stay Safe with a B.O.P. At Your Back
- Benjamin Franklin
- Albert Einstein
- Dave Ramsey