Who We Are
Our team has decades of experience in the financial services industry and we are passionate about helping you pursue your personal and investment goals.
What We Do
Retirement and financial planning is made easier with us. Using diverse products and services, we advise our clients and manage their portfolios.
Why We Do It
We value long-term relationships with our clients and enjoy making their financial lives easier.
Navigating Your Financial Path
Camino is Spanish for “path” or “road.” From retirement planning and 401k rollovers to offering objective advice and portfolio management, we can help guide you on your financial path. Our diverse investment products and services stand out from conventional firms. Together, we will address your varied financial goals and dreams and advise you along the way.
We take the time to know our clients, unlike a robo-advisor or remote account executive. We look beyond a client’s assets to ensure their strategies meet with their unique goals. Through our work together, we seek to coordinate your strategies and simplify your financial needs so you can focus on what matters most to you. If you have over $500,000 to invest contact us today.
Contact UsHelpful Content
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
View all articles 
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
View all calculators
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Saving for College 101
Here's a crash course on saving for college.