True financial well-being isn’t about isolated decisions—it’s about having a clear, complete picture where every piece supports your life.
We thoughtfully integrate every aspect of your financial world—from retirement planning to tax and estate strategy and business transitions. By collaborating with your attorneys, CPAs, and other trusted professionals, we work to align your wealth with your goals, values, and vision for the future.
Intentional listening to your concerns and priorities ensures you feel fully heard and understood.
Financial complexity transforms into clear, manageable strategies that create space for what truly matters in your life.
Every piece of your financial world works together toward your goals through careful coordination.
When I reflect on why we do this work, it always comes back to the moments that matter—when stress gives way to clarity, when a long-held dream becomes real, and when a client finally feels the peace of knowing everything is in place.
Throughout our firm’s 30-year history, including our years as Blakely Financial Inc., each person on our team has witnessed those moments. That’s why, no matter who you work with, you’ll experience the same thoughtful attention and shared commitment to your success.
We’re in this with you.
Emily Promise, CFP®, CAP®, CDFA®, AIF®, APMA®, CRPC®
CEO, Financial Advisor
