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Living your best

Think of us as a partner to help you achieve more.

Your Path.
Your Possibilities.

There is a right answer for you, we’ll help you define it.

By crafting a financial plan based on your goals, resources, and lifestyle, we help you make the most of opportunities in front of you.

Along the way, we’ll help you stay on track to ensure you live your best life.

People Matter Most.

Choosing the right advisor is important. You should feel connected to the people managing your financial picture.

Our introductory bio videos give you a sense of who we are before we meet. That way, every meeting moving forward is focused on you.

Tasha Mauss, MBA
Co-Founder

Andrew Mauss, CEPA®
Advisor & Financial Planner

Mike Kaiser, CFA
Co-Founder

Outside the three of us, we work with a team of professionals to bring expertise and skill to our clients. Collectively, we deliver solutions to help you achieve the security and freedom that’s important to you.

Most of our client relationships span generations and have lasted decades. These relationships have taught us a few simple things:

1. You build trust by following through with what you say you’ll do.

2. In life, we expect curve balls. Let’s talk about things before they happen.

3. At the end of the day, relationships are all that matter.

Let’s get things accomplished.