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About Us

Our Primary Purpose

Imagine your financial plan like a top hit rock song. You couldn’t have a classic tune without all the pieces working together (otherwise, you might as well go to karaoke!). We approach your financial plan like a composer crafting the perfect melody. We help ensure that everything works together seamlessly and we address all aspects of your financial life. Think of us as your personal CFO, helping you make sound financial decisions without all the heavy-lifting.

We founded our firm to help ordinary people plan for extraordinary things. Do you want to travel the world in retirement? Donate to a charity that’s close to your heart? Buy a summer home to spend a month with the family along the shore? No matter your life goals, we can help you put them into a real-life model and let you know how we would tell our best friends to get there. Or, if necessary, tell the truth that modifications are needed. Reach out today for a free, no-pressure conversation about your situation.

Our Primary Purpose

At M² Financial, we start with a planning-first approach and always put our clients’ needs first. We believe that there’s a better way to approach financial planning and at our firm, you have access to professional, knowledgeable advisors that offer objective advice and guidance. We customize each and every financial plan to fit our clients’ needs and each approach is as unique as they are.

In addition to our planning-first approach, we also hold some of the highest designations in the financial industry, including being CERTIFIED FINANCIAL PLANNER professionals, and are also part of a small, select group of SmartVestor Pros with the Dave Ramsey SmartVestor program. Both of these differentiations allow us to provide the highest level of care and service to our clients.

* Working with an advisor who subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved.  Advisors pay a fee to belong to the SmartVestor Pro program.  Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with Royal Alliance Associates, Inc. and are not sponsored or endorsed by Royal Alliance Associates, Inc.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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