Philosophy & Values

We are a fiduciary to our clients and have a professional responsibility to always act in your best interests. While this may be presumed, it is not always practiced throughout the financial services industry. At Obelisk Financial, we welcome and embrace this higher standard of care to act in your best interest! Befitting our role as a fiduciary, we have made a conscious decision to be a fee-only advisor.

Our firm is responsive. Clients who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

Life is too short to spend your time trying to become a professional in all parts of life, let alone stressing about all the different financial avenues. At Obelisk Financial, we focus on this task for you. We are constantly studying the market, looking for the best ways to help you achieve your goals. We work tirelessly to ensure we can answer your questions.

A financial firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.