Financial Planning Made Simple & Personal

As an independent financial planner, I simplify complexity and guide you with clarity and confidence. Whether you’re building your financial foundation or refining an existing portfolio, I partner with you at every stage to achieve your goals.

OUR DIFFERENCE

Life is full of change - career moves, family milestones, shifting markets. Wherever you are, and wherever you’re headed, I’ll meet you there with advice that fits your life and evolves with it.
That's advice, your way.

Clarity and Strategy for Your Finances

We help you create a personalized roadmap that aligns your investments, goals, and risk tolerance. From strategic asset allocation to disciplined rebalancing, every decision is guided by a clear plan designed to keep you on track through market ups and downs.

Grow and Preserve your Wealth

Our investment approach is evidence-based and grounded in decades of academic research. Rather than chasing trends or forecasts, we focus on building diversified, low-cost, and tax-efficient portfolios designed to support each client’s long-term goals.

Guidance That Adds Measurable Value

Research shows that behavioral coaching and disciplined planning can add meaningful returns over time. We're here to help you avoid costly mistakes, stay focused on your long-term goals, and navigate complexity with confidence—so your wealth supports the life you want.

OUR TEAM

25+ Years of Experience

Andrew Tricomi

Financial Planner & Investment Representative

Shawn Woodley

Regional Securities Specialist

Our Team

Recent Posts

March 2026 market update

Apr 09, 2026 - Canada Life

Markets faced a shifting backdrop in March, with global tensions and economic data challenging assumptions about growth, inflation and rates....

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