2007
RIA Founded
- The registered investment advisory firm was created and registered
2011
Acquisition & Expansion
- The first acquisition and expansion took place in the Lynchburg, Roanoke, and Hampton Roads areas
2015
Consulting Division
- We established a dedicated consulting division to empower businesses in realizing their full potential
2018
Indicators Built for TradingView
- To better serve individual traders, we have developed our professional-grade management indicators on the TradingView platform, making them available for lease on a convenient monthly subscription basis
2019
Rebrand
- As our business embarked on a new phase of growth, it was only fitting to mark this transformation with a refreshed and revitalized brand identity
2020
Remote Offices
- In response to the challenges of 2020 brought by the COVID-19 pandemic, and with a steadfast commitment to the safety of our employees and clients, we transitioned to state-of-the-art remote office solutions
2025
New Era of Expansion
- Our firm has entered an exciting new era of expansion, welcoming the opportunity to serve an increasing number of valued clients