NAMCOA Mission Statement

"We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Paul McIntyre, Chief Compliance Officer 

Our Advisors

Our Firm was founded by experienced financial advisors who understand the ever-changing dynamics of the retirement planning, portfolio management, insurance planning and their impact on investors and business owners.

Each of our advisors has extensive personal and professional experience. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. 

We are looking forward to using our expertise to help you pursue your financial goals.  

What Sets Us Apart

  • Experience and a fiduciary approach

  • Investment advisors that work with you every step of the investment strategy process

  • Transparent fees based on the size of your investment portfolio so when you do better, we do better

  • High standard of compliance

  • Free discovery appointment