YOUR TRUSTED PARTNER

Let's Have a Conversation About Your Financial Needs

YOUNG PROFESSIONALS

We are available to help make financial decisions relevant to you without holding you to investment management requirements.

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TRANSITIONING TO RETIREMENT

For those with retirement on the horizon, we offer all-encompassing services for a seamless transition into retirement.

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RETIREMENT

We are your go-to financial partner to optimize your assets and will always be just a call away when you have financial questions or concerns.

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YOUR LIFE . YOUR GOALS . YOUR PARTNER

You want comfort, peace and security in your retirement. You need a comprehensive financial strategy that is aligned with your lifestyle goals. We can help get you there.

MEET MARY

Mary Van Nostrand, a Certified Financial Planner®, is your Trusted Partner. As an independent, fee-only registered investment advisor, she provides a comprehensive, personalized wealth management process by putting her clients first. She receives no commissions and does not sell any products.

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MEET GARRETT

Garrett has worked with the firm since 2019 and as a full-time advisor since his graduation from San Diego State University. He has passed the first two levels of the CFA exams.

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MEET GRANT

Grant graduated from Oregon State University with a degree in Finance in 2024. Grant officially joined the firm in the Summer of 2024. He is currently studying for Level 1 of the CFA exams.

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LET’S HAVE A CONVERSATION

You are invited to set up a complimentary, no-obligation introductory meeting. We are happy to meet with you at our office in San Diego or virtually from wherever you are in the U.S.

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