Announcing Our Newest Shareholders

  A thoughtful approach to the management of our clients’ affairs has played a large part in the long term success of our Firm. But we also realize the importance of keeping an eye to the future in order to remain relevant for the generations of clients yet to come. In that spirit, our team […]

Personal Finance 301 – Budgeting & Financial Statements

For a printer-friendly version, click here. As advisors, we place a high level of importance on financial planning which encompasses many aspects of life, including budgeting, retirement planning, education planning, risk management and estate planning. In December 2014, we published a paper titled “Financial Foundations for the Next Generation” as the first note in the […]

Payson TOTAL RETURN FUND H.M. Payson offers the option of our Total Return Fund for clients with investable assets of $200,000 or lower.