With over 36 years of industry experience our senior partners, Steve Saylor and Jason Heaton, follow a unique process originally started by Jim Heaton, Jason’s father, who founded our team in 1982. This unique process is what separates us from other financial advisors and is based on the following: fundamentals, education, relationship, and communication.

  1. Education - The letters we have behind our names are a display of the time, and dedication that we have for being the best we can be at our profession. We firmly believe it is in your best interest for us to be constantly learning, growing, and specializing in areas that will help you.
  2. Relationship – We believe that your personal financial decisions are some of the most important in your life, and the best decisions are well planned and not rushed. We have created a unique 3-meeting process designed to give both you, the client, and us, the financial advisors, the time needed to establish a relationship and determine whether we are a good fit for you and you for us. We want to make sure that your decision to use us as your financial team is the right decision for you.
  3. Communication – A complaint we hear often is that my current financial advisor never calls. You WILL be hearing from us! We have established a pro-active service model that keeps us in regular communication with our clients, further establishing the relationship and allowing us to help you make the best decisions for your financial future.

We are passionate about what we do, and we would be honored to have the chance to show you how an advisor can truly care about you and your family.