PERSONALIZED WEALTH MANAGEMENT TO HELP YOU ACCOMPLISH WHAT MATTERS MOST

TAILORED PLANNING. TRUSTED STEWARDSHIP.

YOUR PARTNER FOR SOPHISTICATED, VALUES-BASED PLANNING

For over 25 years, we've been helping successful individuals and families think through the most meaningful aspects of their lives and align their wealth with their values. As trusted stewards, we empower you to make wise financial decisions so you can spend your time and energy doing what you love with the people who matter most.

OUR VALUES

ACCOUNTABILITY

We take ownership of our actions and their outcomes, embracing both responsibility and transparency.

STEWARDSHIP

We manage your resources with the utmost care and responsibility, always aiming to further your financial goals.

MUTUAL RESPECT

We treat everyone with kindness and honor, valuing all individuals and perspectives, regardless of differences or challenges.

INTEGRITY

We adhere to high moral and ethical standards, even when faced with difficult choices.

CURIOSITY

We continuously seek to understand and improve, driven by a thirst for knowledge and the pursuit of the best possible outcomes.

AWARD-WINNING TEAM

Arthur “Mike” Mayernick has been recognized by Barron’s as one of the top financial advisors in the country. Whitney Harrison has been recognized by Forbes as one of the top financial advisors in the state. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Best-In-State Top Financial Security Professionals 2024

Barron's Advisor Top 1200 Financial Advisors 2024

Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Barron’s “Top 1,200 Financial Advisors” list (March 2024). Based upon data as of 9/30/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.