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About Adam Van Dyke, Chartered Retirement Planning Counselor & Investment Advisor Representative


After nearly a decade working with a Fortune 100 financial services firm, Adam established in 2005 a full-service financial management firm dedicated to helping our clients build wealth and preserve their hard-earned assets.  Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.  Our independence helps enable us to establish working relationships with a large number of competitive brokerage firms and insurance providers whose products we leverage to help create customized client portfolios.  We recommend only those products and services that can be custom tailored to suit our clients' unique needs.


Let's start the conversation about YOUR investment "why's."