Welcome to the Little Rock Office
Since our launch in 2013, we’ve been committed to putting our clients first. Our team works diligently to provide exceptional service and help our clients become disciplined investors while meeting their financial goals.
Meet Your Team
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Brad Raines
PRINCIPAL INVESTMENT ADVISOR
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David Cleveland, CPA
INVESTMENT ADVISOR
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Heather Berry
CLIENT SERVICE ADMINISTRATOR
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Chris Williams
CHIEF COMPLIANCE OFFICER
Our Services
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Create a financial plan.
Our goal is to first understand what we call your Personal Economy, which is everything you own, owe, earn, and spend. Once we fully understand your complete financial picture, we can make recommendations that align with your best interest. From there, we work with you to execute and improve your evolving financial plan.
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There is a different way to invest.
Guided by a strong belief in efficient markets and academic research, we help clients build and manage well-diversified portfolios in a cost effective manner. We serve clients who want transparency and results. Our goal is to help clients become disciplined investors who understand the investment process.
Interested in working together?
Your financial journey begins with a clear path to accomplish your financial goals. Our client focused process below helps us get to know you and develop a plan that evolves as your life changes.
Impactful things are in motion from the moment you schedule your initial conversation. In this first in-person or virtual meeting, we will hear your story to determine how we can help. Once we understand where you currently are, then we can help you articulate what you want to accomplish.
Connect
