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Our process focuses on paving a path that guides you toward your goals.
As fiduciaries, our clients come first and we seek to exceed your expectations.
We can help you create an approach that is designed to address your unique situation and individual goals.
Our team orientation offers a dynamic approach in providing comprehensive service to our clients.
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
With over 25 years of unblemished history as a Registered Investment Advisor, we have the experience to create a strategy addressing whatever obstacle may lie ahead. With a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) under one roof, our clients can benefit from the expertise and technical background that today’s financial markets demand.
Applied Capital Management is an independent financial services firm dedicated to assisting our clients with their greatest financial concerns. We offer comprehensive investment management and financial plans coupled with unbiased advice and recommendations. Our utmost goal is to provide customized wealth plans that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.