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A SOLID HISTORY
We started with a mission.
The year was 1960. The city: Orlando. The two guys were Tony Misho and Steve Reich, a couple of young successful Columbia University grads with a hunger to expand the Planned Estates product they had developed.
A COMPREHENSIVE APPROACH
We're in this for the long-haul.
Quick fixes, untested methods, and short-term solutions aren't in anyone's best interest. So instead, our team approaches every financial situation with a comprehensive, long-term goal that is personalized just for you.
BUSINESS AND PERSONAL SERVICES
We help plan for your success.
Our personalized approach is powered by the strategies and services we offer for both personal and business planning. Once we’ve determined an appropriate strategy for your situation, we will support you through every step of the implementation process.
A DEDICATED TEAM
We use our experience for your benefit
As a multigenerational firm, we've staked our reputation on the value our team brings. This is why you can be confident that some of the best minds in the industry are on your side, diligently working toward your goals.
Industry news and insight - direct from our team.
A COMMITMENT TO COMMUNITY
We are proud to support our community.
Winter Park, FL 32789
(407) 699-1515
Orlando, FL 32803
(407) 246-1515