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Why

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This is more than just a tagline to us. It is the core of who we are. From how we serve our clients to the way we engage with our advisors and staff, we believe two or more people anchored together in pursuit of a common goal creates an infinitely better outcome than going at it alone.

 

 

Watch the video below to hear our story from our CEO, Travis Penfield

 

Core Values

These are the words we live by in order to revolutionize the industry

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Steadfast belief in our mission to revolutionize the industry

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The antidote to greed and ego

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Staying true even when it hurts

 
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Relentless accountability

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Two are better than One