We are pleased to announce that we have chosen to affiliate with B.Riley Wealth Management for back-office services and support. B. Riley Wealth Management has been in business for more than 24 years and is a wholly owned subsidiary of B. Riley Financial, Inc. [Nasdaq: RILY], a publicly traded, diversified financial services company. Through our relationship with B. Riley Wealth Management, we will continue to offer you a wide array of investments and wealth management solutions, as well as provide you with the advice and guidance you have come to expect and deserve. 

The combination of customizable resources and personalized support allows us to help our clients plan for what matters most -- whether that’s college for your kids, a vacation home, a secure retirement, or a lasting legacy.

  • Retirement income planning
  • Investment planning & coordination
  • Financial strategies
  • Risk management & insurance
  • Alternative investments
  • Managed investment portfolios
  • Corporate retirement plan advisory services
  • Trust account coordination*
  • Lending & liquidity resources*

                 *Offered through a trusted third-party provider.

Contact us to learn more about the financial solutions and services we can provide.


Roger Follis, Managing Director-Investments


Charles Hartley, Managing Director-Investments

Independent Financial Advisor   Independent Financial Advisor
rfollis@brileywealth.com     chartley@brileywealth.com  
(800) 365-5726   (202) 999-4444