About Us

We started providing financial planning services in 1987 and now serve clients in many states. Our team places great value in your financial goals. We help navigate the many challenges of transitioning from school or residency, to becoming a practitioner.

Ed Lebold, CFP®

Principal

Ed started his financial career in 1987 after graduating from the University of Oregon. He maintains a consistent, thoughtful approach to financial planning and servicing his clients. Ed specializes in helping dentists, medical practitioners and business owners design financial plans for themselves and their families.

Ben Lebold

Financial Services Professional

 

CAROLINE WHITESELL

Relationship Manager

Our Team

Ed Lebold, CFP®

Ed started his financial career in 1987 after graduating from the University of Oregon. He maintains a consistent, thoughtful approach to financial planning and servicing his clients. Ed specializes in helping dentists, medical practitioners and business owners design financial plans for themselves and their families

Principal

Ben Lebold

Financial Services Professional
Relationship Manager

Caroline Whitesell

As a group, we provide the foresight and education necessary to help clients grow and preserve financial wealth throughout their lifetime and beyond. We believe in creating straightforward financial plans that are easy to understand, implement and manage.