Broker Check


Working with a fiduciary can provide you with many benefits as you work to achieve your financial dreams. Fiduciary financial advisors are held to a higher standard, sworn to make recommendations strictly that would benefit you, not us. So, you can feel confident that your interests are the only priority.

Charles Massie has been in your shoes. He has a vast background of experience that makes his acumen both unique and reliable. As a business owner, as well as holding both CFP® and CFPA designations, Charles tackles all the responsibilities to assure you feel secure in your financial future.