CBA is a full service firm committed to supporting the independent, successful advisor community. 

We strongly believe that relationships matter. Building and nurturing those relationships with an experienced advisory team matters.

Dedicated local advisory team with extensive institutional and private wealth management experience.

Aventine Wealth Management is a privately owned financial advisory firm serving a select group of individuals, families, and institutions. 

SSI Planning (Social Security Income Planning) is a nationwide group of independent financial professionals who are passionate about helping people in their community get the most from their their hard earned Social Security benefits.