Rory Robison, CFP®, ChFC®

Holistic Financial Services

Helping You Leave No Stone Unturned

For over 20 years, we have been working with business owners and individuals to provide comprehensive financial planning services specific to each client’s unique goals and circumstances. We spend time getting to know them upfront so that we can help them crystallize their objectives and choose the right strategies to help them grow, protect, and distribute their assets in a manner that's in alignment with their values. Our specialties include wealth management, retirement income, estate conservation, business planning, and charitable giving. If you're looking for a financial partner that will leave no stone unturned when it comes to evaluating options and outcomes, we'd love to talk.

Learn More



Subscribe to our Newsletter

Market Watch

January 22, 2021 @ 02:23 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq Composite ETF +0.0%  
S&P 500 ETF -0.1%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.