facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Helping You Navigate 

The Path to Financial Freedom

Schedule a consultation








Feeling like you could use a navigator on your journey?

         


Let Propel be your Co-Pilot

We believe everyone deserves quality financial advice no matter their economic status. We all got into this business because we genuinely want to help people.

Unlike most financial advisors, we do not have a required minimum dollar amount per account or household. We are fee only advisors and take pride in our duty to act in the best interest of our clients.

Learn More

 


What does Financial Freedom Mean to You?

  • Retiring with the security of financial independence?
  • Growing a reserve so you can start a business?
  • Knowing your children will be taken care of?

Financial freedom can take on many forms and we're here to provide education to build your confidence around money matters.     

Our Services