Certified Financial Planner
Our Story …
Access was founded in 1995, during a period of significant change in finance. The simple world where bankers lent, insurance agents sold insurance, and brokers sold stocks was changing, and fast. We witnessed a world where clients had little understanding of what they were buying, or the nature of their relationship with their advisor, and concluded that an advisory relationship should be just that—advisory. Clients should feel confident that their advisor has their best interests in mind. Always.
Foundational in our mission to serve is that people are the focus of all of our relationships, not the products they own.
… and yours.
With that in mind, we’re curious to hear about you. We listen. We want to know about your successes, your challenges, the goals you wish to achieve.
Each decision you make—planning for retirement, having children, passing on businesses and wealth, or how to spend your non-working years—has a financial component. But that’s not the point is it?
