Our Process
Our History
Our Values
Our Resources

Why us?  Because we're about YOU.

Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility.


Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Plan

    One goal nearly all investors share is planning for a comfortable and secure retirement, and preparation is grounded in a sound financial plan. While this is a simple concept, an accurate and thorough plan can lead families through both complex and competing goals. Flagship Financial Advisors can develop a personalized strategy that helps you to properly balance these needs.

  • Invest

    Reaching your goals and dreams is often the result of purposeful planning and mature investing. Flagship Financial Advisors helps you reach your goals with a sound and proven strategies to portfolio management. We will apply our experience and expertise to managing your investment assets, while always keeping your tolerance for risk in focus.

  • Retire

    Retirement can be the best years of your life, especially if you have planned well. People tend to live longer today than the retirees of 30 years ago. That fact alone creates a number of considerations that Flagship Financial Advisors take into account when building a customized retirement plan. Income Distribution Strategies, Social Security Optimization, Tax Efficiency, and Benefit Planning.

  • Why We're Different

    Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.

Meet YOUR Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.


Is it worth having a Fiduciary Financial Advisor?

Yes, having a fiduciary financial advisor can be worth it for many individuals. A fiduciary financial advisor is legally and ethically obligated to act in your best interest when providing financial advice and making recommendations. They have a fiduciary duty to prioritize your financial well-being and are required to disclose any potential conflicts of interest.

Morningstar: Financially sound households get advice from Financial Planners

Vanguard: Advisor Alpha is 3%

Lets Talk!

About Us

Getting married, having a baby, changing jobs, retirement, losing a spouse or parent…these are some of the big transitions that challenge us in life.  We know that in times of transition clients look for a calming presence that only comes from experience. 

Using over Flagship Financial Advisors 60 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis.  Impacting lives…that is why we love our role. 

The formulation of Flagship Financial Advisors was driven by the team’s desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect.

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How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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