Meet Our Team

We are one company in multiple locations. As a family-owned business, we understand there is not a one-size-fits-all financial plan for individuals, families, and business owners. Each individual on our team offers a different set of skills and expertise. As we get to know you and your needs, we will collaborate as a team to assemble the best financial plan that makes sense for you and your financial goals. Take a moment to meet our team.  

Headquarters -- West Palm Beach, FL

AVERY FINGER
Managing Partner
Operations and Wealth Manager

Email: [email protected]
Phone: (561) 827-4183
Connect on LinkedIn

MARLETTE FINGER
Managing Partner
Client Relationship Manager

Email: [email protected]
Phone: (719) 332-9195
Connect on LinkedIn

NATE FINGER
Managing Partner
Investment and Wealth Manager

Email: [email protected]
Phone: (561) 537-1759
Connect on LinkedIn


Midwest Branch -- Kansas City, KS

JOSH FINGER
Managing Partner
Investment Advisor and Wealth Manager

Email: [email protected]
Phone: (913) 530-4546
Connect on LinkedIn

ELISE  FINGER
Managing Partner
Executive Assistant, Client Relationship Manager

Email: [email protected] 
Phone: (913) 788-0456
Connect on Linkedin

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