Julie Linehan

In the pursuit of financial security and wealth-building, you need someone who understands your unique journey. We don’t just focus on the numbers here.  We want to celebrate success together as your aspirations come to life.

With a knack for guiding people through transition and seeing the possibilities no matter what stage our clients are at, we can create a highly personalized financial plan that is driven by your goals. We believe in clear, honest communication, making sure you understand your plan and our recommendations, no matter how complex your finances are. A down-to-earth approach is the standard in our office, ensuring you feel heard and supported as we collaborate on solutions.

Together we can navigate the complexities of finance, turning them into opportunities for your future. With high personal expectations, we take pride in doing our best. Your financial success is our motivator, and we are here to guide you every step of the way.