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The SOUTH Florida Culture

The SOUTH Florida Culture

We are a Premier Holistic Financial Planning firm by:

Licensing, training and credentialing our associates to become some of the most educated and competent in the financial services industry with excellent resources and support.

Serving as our clients' trusted financial resource by assisting them to set financial goals, coaching them on financial strategies and making recommendations on how to achieve them.

Offering the breadth and depth of products and services to serve as the one stop portal for our clients' financial needs to fulfill their plans.

Assisting our clients to implement their financial plans thereby placing them in a position to achieve their financial goals.



We have a passion for our business

We believe our business serves a noble purpose.  We know we are stewards of this business for generations to come.  We aspire to be experts in our professions.  We expect our people to think big and find innovative ways to enhance the value of our business.

We work to the highest standards

We do the right thing for our clients, our shareholders and our communities.  We operate with strong financial rigor and risk discipline to maximize shareholder value.  We are curious and constantly learning.  We take pride in who we are and what we do.

We are a trusted resource to our clients

We work to earn the trust of our clients every day, so they can live their lives with confidence.  We treat every client’s dream as if it were our own and put their interests first.  We deliver on our commitments with the utmost integrity.  We strengthen the communities in which we live and work.

We treat everyone with respect and dignity

We respect our colleagues and partners and treat them as we would want to be treated.  We work with humility and focus on solutions, not our egos.  We work with good grace and humor and do not tolerate unkindness.  We inspire each other to be the best we can.

We are stronger as a team

We want to work with great people.  We value people from diverse backgrounds who have the courage to challenge whilst building collective solutions.  We set challenging goals for ourselves and take personal accountability.  We all have a voice but once a decision is made we execute with skill and energy as one team.

Meet Our Leaders


Our offices are located in beautiful Southern Florida. Whether you're by the beach or in a Skyrise, you’ll find us close by.  All of our offices are housed in breathtaking business complexes with top-of-the-line amenities to take care of your food, fun & fitness ambitions.



Explore our past events and see why the culture at our Florida branch is one of the best in the country.