Michael Travis

In 1977 I began my investment career and 5 years later, in 1982, my dad and I formed our firm. Our desire in establishing our firm was to offer clients a private firm that would be able to provide independent, objective financial advice, opposed to the large financial firms that were focusing more on the sale of financial products than providing financial advice. Today, over 40 years later, we are more convinced than ever of the importance for clients to establish a long-term relationship with a trusted financial advisor who is in the position to be able to offer independent, objective advice that is focused on meeting their personal financial needs, goals and concerns. To better assist our clients in meeting their financial needs, I entered the College for Financial Planning study program, and in 1987 I successfully completed their Certified Financial Planner program, and was awarded the CFP designation.