Relationships Buy Happiness

We believe in balance, not absolutes. We’re a financial planning company, but we like to talk more about relationships than we do money. With over twenty years in the financial planning industry, and with countless client relationships still going strong, the beauty of our job has always been sitting down and talking about what makes you tick. Tell us where you'd like to be today, tomorrow, and years and years from now. We'll help you get there.

YOUR SWEET SPOT IS YOUR SWEET SPOT

- OUR CLIENTS -

What works for you, doesn’t always work for someone else. Financial planning is as individual as a fingerprint, as fluid as the tide. Excuse us, we can wax poetic sometimes, but only because we love what we do.

LEAVES GROW ON TREES

- OUR TEAM -

As realists we know balance is essential. Even our name, Terramar speaks to this: Terra means earth and Mar means ocean. As a philosophy, balance informs how we guide you through the work and life, traveling and careering, T-ball and soccer questions. You don't need to make black and white choices anymore, just keep living for today while planning for tomorrow. We like the sound of that.