Our Firm
John Butler, Financial Advisor
We have been part of the financial services landscape here on Cape Cod since 1997. Our journey began by learning first about the importance of life insurance planning and then within a few years migrating towards a full-service financial planning practice. We take pride in working with and helping many different types of folks and don't require a minimum asset valuation to engage with clients.
The bottom line is - we want the best possible financial outcome for our clients and their family.
Our Mission
To listen, learn, plan, protect, invest, monitor, and adjust - with integrity and purpose. It’s that simple.