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About Us

Multi-generational. Singular focus.

So who are we?

We’re a dynamic, growing, multi-generational team of financial service professionals (where women outnumber men by nearly 3 to 1, by the way) focused on one thing: helping you get to where you’re going next.

Trust comes first.

We’ve been in the business a long (long) time. Our industry, like any other, has its flaws and bad actors, and it also has a lot of broad-stroke advice that runs the gamut from generally unhelpful to straight-up risky.

One of the things we’ve been most critical of is not so much what some advisors say…but what they don’t say.

We’ve railed against this lack of full disclosure for years, and are consistently crystal clear on what we’re doing, how we’re doing it, and why.

Trust without truth is blind faith—a risk no one should have to take. And one we’d never ask of you.

The decision to trust is like any good investment: It always comes with some degree of risk, and the smart ones pay off in the long run.

1Barron’s “Top 100” Financial Advisors List, “Top Independent Advisors” List and Barron’s “Top 1,200” Advisors by State

2Forbes Top 250 Wealth Advisors" and Forbes “Best-In-State Wealth Advisors”

3Financial Times Top 400 and Financial Times Top 300 Registered RIAs

4InvestmentNews Best Places to Work For Financial Advisors


Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if NCA is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of NCA by any of its clients.

Check the background of this firm/advisor on FINRA’s BrokerCheck.