Broker Check

Our Three-Step wealth management Process as a fiduciary

Every action we take is based on our data-driven, three-step process

Assess

See Our Financial Services PlaceMat

Learn more

Plan

Your financial future with MoneyGuide Pro

Learn more

Manage

Your portfolio with Portfolio Partners

Learn more
You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life paths, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen by a fiduciary in the financial industry. 

Interested in Learning More?

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Learn More
Debunking Money Myths: Saving is Impossible in This Economy

Debunking Money Myths: Saving is Impossible in This Economy

Discover money-saving tips and challenges to help you build wealth and reach your financial goals, even in tough times.
Learn More
How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
Learn More

Meet Our Team

Chris  Kellett

Chris Kellett

Owner | Partner | Financial Advisor

Chris Zuck*

CHRIS ZUCK*, CFP, AIF, CEPA

Executive Planner, AdvisorNet Financial Partners

Anna Meemken

Anna Meemken

Senior Client Service Associate

Questions? Comments?

Thank you!
Oops!