Your Financial Partners, Advocates, Family.

Who we are.

As a small team of financial professionals with big firm experience, we’re here to help you navigate the often tricky world of wealth management and planning. We aim to develop personalized strategies that reflect your individual story, while working closely with you to align your money with your vision, values and priorities.

Together, we’ll simplify the process and put you on the path to pursuing your financial goals.

The bull in our logo symbolizes strength, resilience, and the unwavering confidence we bring to your financial journey. Just as a bull market represents growth and optimism, our approach to financial planning is rooted in forward-thinking strategies designed to nurture your success, no matter the economic climate. We believe in the power of steady, consistent progress, and like the bull, we stand firm in our commitment to guiding you toward long-term success. With the strength of a bull market mindset, we aim to build a financial plan that empowers you to charge confidently into your future.

Who we serve.

Life Transitions

"Change is the only constant." The problem is that change can take on so many different forms. Whether you’re preparing to retire, going through a divorce, or even the death of a spouse, making decisions and filtering through all the noise can be challenging to do alone. Trying to figure out how to invest or how to budget with changes to income, along with many other complex financial concepts, can make life much more stressful and much less enjoyable. That’s why so many of our clients have passed those types of responsibilities to us.

Busy Professional

As a busy professional with such a demanding schedule, you don’t have the time to worry about the intricacies of your investments, insurances, or how everything works together. What you need is a dedicated partner who can lighten this burden by providing a comprehensive review of your financial landscape. As your partner, we’ll work with you to implement proactive tax planning strategies, while becoming strong advocates for your vision.

Retirees

Retirement should be filled with family, friends, and the freedom to enjoy life—not worry over whether your savings will last. Yet, many retirees find themselves juggling questions about Social Security, healthcare costs, inflation, and taxes. Our role is to simplify these complexities, offering clear guidance and strategies designed to give you confidence in your financial future. With our support, you can spend more time doing what you love and less time managing your finances. We’re here to help simplify your financial picture so you can enjoy a retirement focused on what matters most, without the stress of financial guesswork.

OUR SERVICES

Meet Your Team

Bain Nickels, CFP®, CKA®

President | Financial Planner

Tracey Bryan, CFP®, CKA®

Financial Planner

Ernest M. Blackburn

Senior Wealth Manager

Danette W. Starks

Senior Wealth Manager

Lucy Nickels Rhett

Director of Operations

Suzette Bates

Relationship Manager / Senior Financial Administrative Associate

Spencer Reed, CPFA®

Service Advisor

Shilo Goodman

Director of First Impressions

Building Wealth Since 1973

Founded in 1973 by Leroy Nickels, our firm has long been guided by a passion for helping people and a deep love for the financial industry. Over the years, Leroy built a practice infused with his joyful spirit and commitment to generosity, creating a welcoming environment for clients. He had the privilege of working alongside his son, Bain Nickels, President and daughter, Lucy Nickels Rhett, Director of Operations until 2018 when he retired after forty-five years.