Financial Planning & Investments

When it comes to investments, we want to build a portfolio that fits you. So we evaluate your personal goals before we start to put together a plan. And when we build, we utilize quantitative analysis and a strict investment discipline to create your diversified risk-adjusted portfolio.

When your plan is in place, we monitor it monthly to assure that asset allocation and investments continue to meet our—and your—rigorous standards. And although you have easy, secure access to your account information from our website, you don’t have to worry about ongoing monitoring and adjustments. We’re on it.

Anton LeMieux employs the highest of fiduciary standards when managing your investment assets. So you can be confident knowing that you a have a team of qualified professionals working hard not just to protect your investments, but to grow them.

Your trusted investment team:

  • Co-founder Eric AntonCertified Financial Planner™/Accredited Investment Fiduciary®
  • Co-founder John LeMieuxCertified Financial Planner™/Certified Investment Management AnalystTM
  • Commonwealth Financial Network®our broker/dealer/Registered Investment Advisor.