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Professional Investment Management, Personalized Financial Planning, World-Class Client Service.

 

 


THE EXCHANGE

RECENT NEWS

New Administration off to a Busy Start

Inflation, interest rates, and tariffs What fueled the modest advance in the S&P 500 Index in January? Well, for starters,…

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MarketMissive

By: Keith Albritton

Recapping 2024

Last year, Fed officials indicated the possibility of rate cuts throughout the year, not due to fears of a damaging…

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MarketMissive

By: Keith Albritton

Life Lessons from Growing Up in Small-Town Iowa

Life in a small Iowa town of 800 residents, surrounded by acres of family-owned farms, offered experiences rich in hard…

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Bowlin's Alley

By: Dr. Lyle Bowlin


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.