The Path Forward
Mark C. Eyre AIF ®
Meet Our Advisors
We work one-on-one with individual investors to make their financial dreams a reality. With over 50 years of combined experience and unmatched customer service, clients have a partner to navigate the road ahead.
Carrie Cole CFP
Custom tools at your fingertips.
Rest Assured
Independent
We are not limited to the products of one institution. No proprietary products means more options to fit your needs.
Personal
House calls and weekend appointments? We have the time and resources to listen to our clients wherever they are.
Advisory Practice
By offering Advisor-run portfolios managed and monitored for a fee, we put clients interest first and commissions last.
Someone is sitting in the shade today because someone planted a tree a long time ago.
— Warren Buffet
Trademark Investments 