• A Comprehensive Financial Planning Firm

    “A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique.”
    - Christian E Urbina, President & CIO

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  • Retirement Planning

    Retire from work, but not from life.
    — M. K. Soni

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  • Investment Management

    “Someone’s sitting in the shade today because someone planted a tree a long time ago.”
    - Warren Buffett

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  • Asset Protection

    “It’s not what I own, it’s what I control that really counts.”
    - Anonymous

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  • Tax Planning

    I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.
    - Arthur Godfrey

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  • Estate Planning

    “Everyone gets organized at some point, they just might not be around for it.”
    - Sue DeRoos

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  • Insurance Planning

    “A Financial Plan without Insurance is just a bet!”
    - Anonymous

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  • Employee Benefits Planning

    “The Customer Comes Second: Put Your People First and Watch ‘em Kick Butt.”
    - Hal Rosenbluth

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  • Education and Financial Aid Planning

    “Education make a people easy to lead, but difficult to drive: easy to govern, but impossible to enslave.”
    - Peter Brougham

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  • Member, The Fiduciary Group

    “Our Mission is to Drive The Industry Towards The Fiduciary Standard, Always Putting The Client’s Interest First” – Christian E Urbina – Founding Member

    The Fiduciary Group

Envision Your Future

We take time to get to know you and talk with you about your current needs and your goals for the future.

Plan Accordingly

We take a unique approach to develop a financial plan designed just for you.

Track and Monitor Results

We'll meet periodically to track your progress, revisit your goals and make adjustments as necessary. Your financial plan will be fluid and change as your life changes.

World Class Techonology

Utilizing our ONE WEALTH platform, our clients have their ENTIRE financial picture in one easy to use personal site. With ONE WEALTH, budgeting, tracking spending, tracking investments and investment research has never been easier.