About Us
Promoting a thriving future within our office and community through our sustainability initiatives
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Spend Your Life Wisely™
Since our founding in 1987, our firm has grown larger while maintaining our relentless dedication to providing an invaluable service for our clients.
Our exceptionally qualified team will pair a detailed understanding of what is most important to you with our breadth and depth of financial planning expertise to help you design and manage the life you imagine.
Responsibly managing your finances and wealth requires a deeply experienced team with skills and expertise in investing, retirement, legacy, and tax planning.
Let us walk alongside you throughout the ever-evolving stages of your life to curate your wealth management plan.
Why Work With Us
Invaluable Guidance from an Experienced Team
Knowledge and Expertise
What Sets Us Apart
Your Sounding Board
Your finances and your values are inextricably entwined in a manner unique to you. We listen with close attention to understand what is most important to you, in order to craft a distinctive strategy in alignment with your values and aspirations.
Thought Leadership
For over 35 years, our team has provided insights and counsel to our clients around all aspects of finance. Our thought leadership extends to our broader communities, though initiatives such as the Be Our Guest program and WiseLifeTM Speaker Series.
Mission-Oriented
As an independent firm 100% owned by a group of actively-engaged employee shareholders, we take great care to focus on our long-term relationships and the positive impact of our growth. We strive to improve the lives of all we serve: our clients, our colleagues, and our community.
Philanthropy & Community
Much as we work with clients to help chart their philanthropic endeavors, we carefully plan our firm’s direct charitable impacts. Through partnerships with nonprofit organizations, charitable events, and professional growth opportunities, we are dedicated to giving back to our communities.
A Culture of Excellence
Our work is frequently challenging and fast-paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited’s workplace culture has been recognized by media outlets within our community and our industry.
Our Core Values
What We Stand For
At Accredited Investors, our five core values align to craft our philosophy:
Spend Your Life WiselyTM
Mindset: Through gratitude, compassion, and a deep desire to understand our clients, our colleagues, and ourselves, we strive to grow and learn every single day.
Clients: Our responsibility is to you. We commit to helping better your life by focusing on the details–no matter how small.
Self: Personal growth and development starts with a blank canvas. Self-care, self-reflection, and self-improvement sculpt our daily lives.
Team: As individuals, we know the power and importance of functioning as one.
Firm: Fostering robust, healthy relationships empowers us to influence the future.
