Welcome to Masters Advisory Partners (MAP)
"Mapping your path to financial peace of mind"
Our Mission
- Help you identify your goals and visualize your future
- Offer sound financial advice and recommendations in your best interests
- Plan and manage your investments to make your life easier
- Motivate and guide you toward achieving your goals to help you live the life you want
Our Services
- Retirement Planning (401(k), IRA, ROTH IRA, SEP-IRA, etc.)
- High Net Worth Financial Planning
- Income Planning and Late Life Planning
- Wealth Management for Women
- Socially Responsible Investing
- Education Planning (529 Plans)
- Insurance Planning and Investments
Our Value Add
- Professional Registrations and Licensing Credentials
- Experience and Accountability
- Expertise and Versatility
- Lasting Client Relationships
- Best in Class Financial Analysis, Management and Reporting
- Flexible and Transparent Compensation Arrangements
- Holistic Financial Referral Network