With over 25 years of experience in financial planning and wealth management, we have dedicated our practice to helping individuals and families navigate life’s most significant financial decisions. From guiding clients through complex divorce settlements to building tailored investment strategies, we prioritize personalized solutions that align with your goals and values.
Founded on the principals of integrity, empathy, and expertise, our practice offers a full suite of services, including comprehensive wealth management, divorce financial planning, estate planning, retirement solutions, and insurance planning. Led by Elana Milianta, a Certified Divorce Financial Analyst (CDFA®), Chartered Retirement Planning Counselor (CRPC®), and Accredited Investment Fiduciary (AIF®), our team is here to empower you with knowledge and confidence.
Our mission is to help clients achieve financial clarity and independence through a holistic approach to wealth management. We aim to simplify the complexities of financial/divorce planning while providing experienced guidance tailored to each client’s unique circumstances.
