Sr. Financial Advisor
Don't just chase your dreams
Choose to work with Liiban Hersi and Alwin Fearon and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Working with us, and you’re selecting a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
Pull up a chair, and let us tell you our story.
5 July, 2021
When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. Read more
11 June, 2021
Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind Read more
31 May, 2021
Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is gi Read more
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Someone is sitting in the shade today because someone planted a tree a long time ago. - Warren Buffett