01. About Us

We are dedicated to providing investment management and strategic wealth strategies that are right for you. Simply put, we strive to be our clients' trusted financial firm.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a strategy to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong process is the best way to create a more financially secure strategy. It is crucial to create a financial strategy that seeks to protect your needs now, and that prepares for the future, in a tax-efficient manner.

Our Mission

Using creative business and personal planning, we help our clients achieve financial freedom…one relationship at a time.

Give New Life to Your Financial Strategy

Passion for the Goals of Our Clients

Whether you want to prepare for retirement, fund your children’s education, buy your dream vacation home, address insurance and health care needs, or leave a legacy for future generations, Renaissance Financial can help you get there.

At Renaissance, our most important core values include a vision, a determination, and a passion for the goals of our clients. But as the French writer Antoine de Saint-Exupery said, “A goal without a plan is just a wish.”

Our Financial Professionals and Staff

With a cumulative 900 years in the money business, our financial professionals and staff are rich in talent and experience. We have experts that are fully equipped to develop a comprehensive financial strategy for you or your business. Our cross-discipline team takes an integrated approach to get a 360 degree view of your entire financial landscape. We consider all facets of your life and establish the right financial strategy for you with customized strategies that are designed to meet your unique needs.

We combine our extensive knowledge with personal care, integrity and real life experience to build long-lasting relationships. Our sole purpose is to be a trusted financial resource, taking care of even the smallest details, so that you can focus on enjoying the life you’ve worked so hard to build. Connect with us, and be assured that you are building a sound financial strategy with a full service provider.

We manage assets for individuals and families, providing investment management and financial planning services.

Contact Us

Our Services


For Individuals

Today’s financial terrain has grown more challenging, and it helps to have a trusted ally who can guide you. At Renaissance Financial, we believe a well-rounded financial strategy is crucial in this ever-changing market.

For Businesses

At Renaissance Financial, we help you manage your employee benefit plans with confidence by providing expert guidance and hands-on, personal service. As a plan sponsor, you face a number of critical responsibilities.