Adam T. Hurd - President

Financial Planner | Investment Advisor Representative | Business Advisor | Insurance Agent





We often hear...

“I wish I had enough money to need a financial plan” 

This is a common misconception... Actually, the less money you have remaining at the end of each month, the more you may need a financial plan. Financial planning is a process, not a product. We analyze your financial picture to help improve the way you utilize your money so you can do and have the things you want in life! 





3 ways we've customized our financial planning process.

Below you'll learn what we do to have a tailor-made experience for young families and small business owners. 





We offer a variety of services. 

You may need a complete plan or just to focus on a particular area. We also offer account analysis and BOSS: business owner strategic solutions.


Planning Services: 

Analysis Services:




Financial Advice for Lifes Big Events, Insurance, Retirement and Planning, Registered Representative of securities, investment advisory and financial planning services offered through MML Investors Services, LLC Member SIPC ( is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

Any discussion of taxes is for general informational purposes only, does not purport to complete or cover every situation, and should not be construed as legal, tax or accounting advise. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.  CRN202511-3286464