A friend of a client is a friend of ours.
We are so glad you found our referral page and a huge thank you to the client that referred you. That special someone thought a meeting with our firm might benefit you and your financial life.
Our first step is a complimentary 1 hour strategy session where we get to know each other and see if there are any areas that we can help. There is no obligation, no statements or checkbook needed, and we’ll provide the coffee!
Schedule complimentary 1 hour strategy Session
Copyright © 2020 Gradient Positioning Systems, LLC | All Right Reserved. Certa Advisors LLC is insurance licensed in MD, DC, VA, WV, DE, PA, NC, SC, GA, and FL. Certa Advisors LLC does not offer tax advice. Tax planning and preparation offered through Certa Tax Services LLC. Investment advisory services offered through NorthPeak Financial Inc., an Investment Adviser registered in the state of Maryland.