Who We Are

We are a team of highly skilled financial advisors that specialize in retirement planning, business exit planning, wealth management, and more.

Who We Serve

As veteran entrepreneurs ourselves, we are passionate about helping veteran entrepreneurs and like-minded individuals succeed both personally and professionally.

Why We Serve

We value trust, hard work, and integrity, and believe you deserve a financial advisor that serves in your best interest.

Who We Are?

You have a lot of options when it comes to choosing a trusted financial advisor. Our extensive experience and the time we take to understand you, your goals, and your unique needs sets us apart. We work with veteran business owners throughout every stage of their business cycle, from just starting out to building an exit plan.

Laser Focused

We are laser focused on your goals and will never neglect our mission to help you succeed.

Leading Industry Knowledge

We hold some of the industry’s highest designations and are proud of our continued education and experience.

Unmatched Service

We do all the heavy lifting for you and pride ourselves on our unparalleled service.

Your Financial Partner

We aren’t just an advisor. We are your partner and will guide you through every step of your business ownership journey.

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Don’t Miss Our Podcast

Our podcast, The Veteran Entrepreneurs Masterclass, is all about telling the stories of veteran business owners. We offer best practices, tips, and foster a sense of community with our listeners.
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Why We Serve

Check out the video to learn more about why we’re passionate about serving the clients we partner with.
As a veteran himself, our founder, Brett Henderson, understands the unique needs of veteran entrepreneurs. He has worked hard to create a community to support this segment through the firm’s podcast as well as giving back to the community through organizations such as The Battle Buddy Foundation.
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Our Qualifications