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Helping You Navigate 

The Path to Financial Freedom

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We stand in solidarity with the fight against systemic racism, white supremacy, and the historic oppression of the Black community.  Black Lives Matter.

As individuals and as business owners, our team has always been committed to providing quality financial and investment advice to all.  That is one reason we have never required minimums on client accounts.  We believe financial education and improved financial literacy will help all communities, and renew our commitment to advocate for it.

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.

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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.     

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