$800,000,000* Assets Under Management
It's not just a big number.
It's a measure of confidence.
"Every dollar that we manage represents a small vote of confidence in what we do and who we are. We take that very seriously, and so do our clients."
Our name is taken from the Japanese word “keiro”, which means “process.”
Our advisors have been managing money for over 30 years and we know that without a tested, refined process, we’re nowhere. After all, plans are great, but they mean nothing unless there’s a solid, verified, trusted process in place to make it happen.
We’re a tightly-knit team of financial planning professionals led by Scott Brown and Paul Wood, both 30 year veterans of the business. We handle high net-worth individuals, 401k’s, endowments and most anyone who’s serious about planning for retirement. Read a bit more about Scott here and Paul here.
720 Rugby St. Ste 200
Orlando, FL 32804