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Meet the Team

At our firm, we have the client—and only the client—in mind.

The reason for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. Most advisors in the industry focus on investment management. Although investment management is important, it is a tiny aspect in financial planning. I like to use the analogy that investments are like a motor in a car to get you from point A to point B but navigating the traffic, pit stops, & directions is where the time should be focused. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. I invite you to discover and experience the power of our services. I believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Nathan Handlin CPFA®

Nathan Handlin CPFA®

Wealth Advisor

(386) 281-3032

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.