Our History

Established is 2004 by Tom Burke CFP®, Matt Burke CFP®, & Steve Cooper CPA® with the mission to faithfully serve our clients financial needs as they strive to be good stewards of their resources, we separated ourselves from a national financial advisory firm in which we had a combined 40 year relationship.  While the decisions was difficult, we choose this path in order to best serve our clients.  A path that allowed us to move away from the proprietary mindset of a product oriented firm and elevate our clients needs to a top priority.  

In 2011 we entered new territory as we added Joshua Weaver to our team by combining his final 3 years at Indiana University Kokomo with  3 year appreticeship at our firm.  We found this to be a great benefit to both our firm and Joshua.  Upon graduation in 2014, Joshua transitioned to a Financial Advisor role and is now building his own clientelle as well as supporting a large number of our existing clients.

We are excited to announce Keith Waterman was added to our team of advisors in 2015.  While Keith is newer to our industry, he comes from a 15 year background in mortgage brokerage.  Keith is actively pursuing new client relationships as well as serving 60 existing clients that became a part of his clientelle when he acquired a retiring advisor's practice.

Please call us if you have any questions about our firm or the range of financial services and solutions we provide. Our firm has strategic relationships with a variety of financial services companies, so if we don't have an answer, we know who does.