Part of the Dave Ramsey Smartvestor Network

"Money is how we trade our time. True Wealth is the relationships and memories we build throughout life." - David Littlejohn

Education is the cornerstone of any successful investment strategy.

We feel strongly that investors should not invest in anything they cannot understand. However, investing can be sophisticated and complex at times. That's why we make it a point to spend the time with our clients to make sure they are grounded in an understanding of not only what we're investing in, but why.

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A plan begins by knowing the destination.

Every journey starts with a map and a plan. Let us help you achieve your financial dreams by forming a plan together and giving you the tools to map out your financial future.

We don't just invest money. We define the destination and direct our investments to that mission.


We are not part of a Wall Street mega-firm. We are a boutique firm dedicated to serving our clients - NOT shareholders. But we have access to the same types of tools and resources as the big guys (and in some cases, we have tools even THEY don't have).

Independence is a critical part of the Littlejohn culture. There is no large firm, no sales quotas, no proprietary "product" or investment banking relationship, and no dizzying charts and graphs designed to confuse you. Put simply, WE EXIST TO SERVE OUR CLIENTS and meet their needs. Our efforts are for the client, not the company.