David McGuiness

David McGuiness

“With Mike’s advice and help so far, we have been able to get our financial house in order and started to think seriously about our retirement while putting in place an investment plan to get there.
We like the regular follow-ups and feel that communication is always accessible. We feel confident we can achieve our retirement income goals with Mike and have a sense of relief that we took the first step.“

Mike Sikar

Founder & Principal Advisor

I’ve been a leader and innovator of the financial services industry for almost two decades, as a stockbroker from 1997 – 2007 and as a financial advisor from 2008.

Managing money comes down to basic psychology-understand how it works, know what you want it for and consistently apply the key principles to get the most out of it.

Mike Sikar

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