Our Mission

We strive to support the objectives of our clients, create a positive work flow, and give back to the community.

Why Us?

Our Mission

Experience and commitment to ethics and integrity
Unbiased recommendations and impartial guidance
Fully licensed and credentialed
As an independent Registered Investment Adviser, we have a fiduciary obligation to act for the sole benefit and in the best interest of our clients at all times.

Our Vision

Our Mission

Our Vision

To liberate you from the day-to-day management of your financial plan, allowing you to do what you enjoy most.

J. Quintin Mullins, CFP®

Quintin is the firm's Principal and a CERTIFIED FINANCIAL PLANNER™. He's been employed in the financial services industry since 1980 and managing investment portfolios and providing financial planning services since 1985. He has a Master of Business from West Virginia College of Graduate Studies and a Bachelor of Science from Bluefield State College. He is a graduate of Southeastern Trust School at Campbell University, the Cannon Financial Institute Trust Graduate School, and Virginia Bankers Association School of Bank Management at the University of Virginia.

In his spare time, Quintin enjoys spending time with family and friends, as well as golf and camping.