What We Do
What do we do for our clients?
What to Expect

Our Services
What We DO
Asset & Debt Management

Investment Management

Tax Planning

Insurance & Benefits Review

Family and Charitable Giving

Estate Planning

Accumulation & Retirement Planning

Cash Flow & Income Management

RSUs
When We Help

Support Through Every Stage of Life

Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

Birth of a Child

Career Change

Divorce

Loss of a Loved One

Marriage

Retirement

Sudden Money

All Life Stages
Who We Are

Meet Our Team

We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

Our Team

Our Executive Team

Brett J Lee, JD, MBA, CSCP

Amy Tessmer, CPA

Matt Mercer

Eric Kies, CFP®
Resources

Our Latest Insights

What Investors Can Learn From the S&P’s Performance After Presidential Elections Since 1928

Financial Literacy: A Tool for All Ages

All Insights

Our Webinars

Marriage: Financial Planning Aspects to Consider

4 Strategies for a Smarter College Search

All Webinars
Locations

Our Locations

We are proud to have seven office locations throughout the US that are happily serving clients locally and nationwide. Find the right location for you and view all locations here.

Get Started

New Orleans

Quad Cities

Iowa City

Twin Cities

Chicago

Alaska

Fresno

All Locations
Contact Us

Your Insights

Certified Financial Planner, Cicily Maton, financial life planning, personal finance, Planning

Planning Challenge: Aging Clients, No Kids, Assisted Living Required

September 5, 2018

Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how to find the right assisted living

Be Partners in Finances As Well As in Life

September 5, 2018

Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. Read whole article here: https://www.independentmail.com/story/money/personalfinance/2018/09/03/does-spouse-do-financial-planning-partners-finances-and-life/1088352002/ Cicily Maton

Living to 100

June 25, 2018

By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry

How Investors Would Spend a Multimillion Dollar Lottery Win

March 23, 2018

Sr. Planner and Partner, Cicily Maton was interviewed and quoted by CNBC online talking about How Investors Would Spend a Multimillion Dollar Lottery Win. click to read

How to Harness Mental Accounting to Instill Good Financial Habits

March 12, 2018

Sr. Planner and Partner, Cicily Maton was interviewed and quoted this week by the Wall Street Journal online in How to Harness Mental Accounting to Instill

What is a Transition?

May 17, 2017

What is the Cure for Financial Misbehaving?

March 20, 2017

A Gift for Your Family

August 8, 2016

The Messy Emotions Behind Money

August 3, 2016

By Cicily Maton, Retired Sr. Financial Planner & Marty Martin Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr.

Make CONFIDENT Decisions

Stay informed with the latest financial insights from our experts.

Phone: (888) 333-6986

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

When We Help

Company

Regulatory Disclosures