"Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this." - Dave Ramsey
"To buy when others are despondently selling and to sell when others are euphorically buying takes the greatest courage, but provides the greatest profit." - John Templeton
"Just because you buy a stock and it goes up does not mean you are right. Just because you buy a stock and it goes down does not mean you are wrong." - Peter Lynch
"What makes stocks valuable in the long run isn't the market. It's the profitability of the shares in the companies you own. As corporate profits increase, corporations become more valuable and sooner or later, their shares will sell for a higher price." - Peter Lynch

Clients' needs always come first

The proper mix of growth and risk

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Philosophy

I believe in placing my clients' best interest first. Therefore, I am proud to commit to the following principles:

I will always put our clients’ best interest first.
I will act with prudence; that is, with the skill, care, diligence and good judgment of a professional.
I will act with honesty and integrity, and will provide conspicuous, full and fair disclosure of all important facts.
I will avoid conflicts of interest.
I will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
I will respect the confidentiality of information acquired in the course of our work, and not disclose such information to others, except when authorized or otherwise legally obligated to do so.

Demian E. Penton, Accredited Investment Fiduciary, AIF®, Behavioral Financial Advisor, BFA™