Our Team

When we're asked to describe our 'ideal client'; we don't narrow our definition by investible assets, cash flow or potential for a family inheritance.

Unlike most advisors, we aren't trying to grow a large client base of “high net worth families and business owners”.

Like our clients, we place a value on relationships we have and the value they deliver far beyond a bottom line.

Our practice is small, and deliberately so. 

A Dunbar study suggests that as firms continue to become more efficient, there's still a physiological brain-based limit to how many clients we'll ever be able to manage, which allowing for some personal relationships as well may never be much higher than 75-125 for any planner regardless of the new tools and technologies we create in the future.

A financial advisor's value may be measured by their clients by any number of metrics or stats;

It is our mission to provide value to clients based not solely on performance but on the positive changes we can make in their lives.

It is our commitment to truly know the people that choose to work with us; their families, their hobbies, their livelihood.

Because we choose to limit the size of our practice, our clients will never be asked for an account number or social security number to identify themselves, when a first name will do.

We want our clients to truly feel valued; that their life is unique, thier goals important and thier concerns respected.

Our goal and is a long standing relationsip built on mutual respect, open communication and appreciation.

 

Meet Brian:

Brian graduated from The Terry College of Business at The University of Georgia in 2002 and started his career with the Institutional Advisory Division of Merrill Lynch in New York. He moved to the financial advisory side in 2005 to work with individuals, families, and businesses. In 2017, he joined Independence Financial Partners, a John Hancock Financial Network firm to partner with his wife, Elisabeth Hickox, also a financial advisor, to further enhance the service and value offered to their esteemed clients.

With a creative vision and depth of investment experince, Brian seeks to create a custom-tailored financial plan for each clients individual needs, goals and risk parameters. Utilizing proferssional planning technology and non-proprietaar resources, Brian works with each client to create a product agnostic, fee sensitive plan that offers the ability for both advisor and client to continually monitor the plan for progress, and allows the ability to make tactical changes to adjust when nececessary.

Areas of Focus

  • Individuals
    • Retirement Income Strategies
    • Fee-Based Financial Planning
    • Annuities; Fixed, Variable, Index
    • Life Insurance Strategies
    • Long Term Care Planning
    • College Savings Plans
    • Generational wealth Transfer

Charitable and Civic Organizations

  • Young Survival Coalition
  • Seaman's Church Institute
  • Alpha Kappa Psi

Meet Liz:

Liz got her start in the financial services business at age 17, the daughter of two parents in the industry. An early start to her career began in NYC as a fixed income trading assistant, with a move to the NASDAQ market in 1991. Granted with senior trading responsibilities for a major institutional market maker, Liz served the institutional trading needs of the banks, investment companies and hedge funds for 11 years.

Upon making the decision to call New England home, she made the move to the financial advisor role in 2007.

Liz draws upon her depth of experience in serving both institutional and individual clients; building relationships based on trust, respect and communication. With a sincere appreciation and understanding that ‘clients always have a choice'  Liz places a high level of importance on service and support; striving to offer an exceptional client experience.

In a time of an evolving investment landscape and ever -changing tax and regulatory environment, Liz is committed to continued learning. In 2013 Liz pursued and attained the Certified Investment Management Analyst (CIMA ® ) designation.

The CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, The Wharton School at the University of Pennsylvania, or the Yale School of Management. CIMA professionals must pass a certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements, and adhere to the Institute's Code of Professional Responsibility.

Areas of Focus

  • Employee sponsored retirement plans
    • 401(k)
    • 403(b)
    • Multiple Employer Plans
    • Individual 401(k)
    • ESOP
    • Taft-Hartley
  • Investment Management Services
    • Efficent Asset Allocation Strategies
    • Portfolio Analysis
    • Plan Benchmarking
    • Fee Analysis
    • Investment Manager Search
    • Investment Performance Review

Recognition

  • 2017, 2018; ACE (Achieving Client Excellence) Best In Class Award Recipient; an award Signator bestows upon its top advisors.

ACHIEVING CLIENT EXCELLENCE The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

 

Certifications:

  • Certified Investment Management Analyst CIMA ®
  • Accredited Investment Fiduciary AIF ®
  • Chartered Retirement Plans Specialist “CRPS ®

Charitable

  • Passionate Supporter of Young Survival Coalition
  • Mobile Loaves and Fishes
  • Habitat for Humanity
  • Seaman's Church Institute